WisdomTree Dividend ex-Fin Fund shares owned by AE Wealth Management
Quarter-by-quarter ownership of WisdomTree Dividend ex-Fin Fund (AIVL) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in WisdomTree Dividend ex-Fin Fund
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Quarterly reported holdings in WisdomTree Dividend ex-Fin Fund by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $13k | 120 | 109.80 |
| 2024-12-31 | $20k | 190 | 106.34 |
| 2022-06-30 | $203k | 2.3k | 88.61 |
| 2022-03-31 | $235k | 2.4k | 98.91 |
| 2021-12-31 | $203k | 2.0k | 101.15 |
| 2021-06-30 | $239k | 2.5k | 97.39 |
| 2020-09-30 | $1.2M | 16k | 75.44 |
| 2020-06-30 | $2.5M | 34k | 73.72 |
| 2020-03-31 | $1.7M | 26k | 64.59 |
| 2019-12-31 | $18M | 190k | 92.50 |
| 2019-09-30 | $9.6M | 110k | 87.43 |
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