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WisdomTree Dividend ex-Fin Fund shares owned by Agf Management

Quarter-by-quarter ownership of WisdomTree Dividend ex-Fin Fund (AIVL) shares owned by Agf Management from 13F filings

Historical chart of Agf Management investment in WisdomTree Dividend ex-Fin Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Dividend ex-Fin Fund held by Agf Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Dividend ex-Fin Fund by Agf Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $364k 3.8k 95.90
2023-09-30 $382k 4.3k 88.96
2023-06-30 $414k 4.4k 93.54
2023-03-31 $406k 4.4k 91.66
2022-12-31 $407k 4.4k 91.80

More positions owned by Agf Management

Amazon (AMZN)
Palo Alto Networks (PANW)
NVIDIA Corporation (NVDA)
Quanta Services (PWR)
Intuitive Surgical (ISRG)
Rbc Cad (RY)
Boston Scientific Corporation (BSX)
Technology SPDR (XLK)
Eli Lilly & Co. (LLY)
Tor Dom Bk Cad (TD)
Raymond James Financial (RJF)
Cheniere Energy (LNG)
Microsoft Corporation (MSFT)
Enbridge (ENB)
Hubspot (HUBS)

View all positions for Agf Management

Top funds holding WisdomTree Dividend ex-Fin Fund

Noble Family Wealth
Salomon & Ludwin
Commonwealth Equity Services
Royal Bank of Canada
Congress Wealth Management LLC / DE /
Holt Capital Advisors, L.L.C. dba Holt Capital Partners
Mercer Global Advisors
WealthBridge Capital Management
David J.Sculati
RMB Capital Management
Westside Investment Management
Prospera Financial Services
Traverso Chambers Private Wealth Management
Well Done
Apollon Wealth Management

View all funds holding WisdomTree Dividend ex-Fin Fund