Albion Financial Group »

WisdomTree Dividend ex-Fin Fund shares owned by Albion Financial Group

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

Historical chart of Albion Financial Group 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 Albion Financial Group 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 Albion Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $39k 380 101.78
2023-12-31 $36k 380 95.91
2023-09-30 $34k 380 88.96
2023-06-30 $36k 380 93.54
2023-03-31 $35k 380 91.66
2022-12-31 $38k 410 91.80
2022-09-30 $33k 410 80.49
2022-06-30 $36k 410 87.80
2022-03-31 $44k 445 98.88
2021-12-31 $45k 445 101.12
2021-09-30 $43k 458 93.89
2021-06-30 $45k 460 97.83
2020-12-31 $39k 460 84.78
2019-06-30 $322k 3.8k 85.78
2019-03-31 $321k 3.8k 85.51
2018-12-31 $289k 3.8k 76.98
2018-09-30 $339k 3.8k 90.30
2018-06-30 $329k 3.8k 86.81
2018-03-31 $320k 3.8k 84.43
2017-12-31 $335k 3.8k 88.39
2017-09-30 $322k 3.8k 84.29
2017-06-30 $314k 3.8k 82.20
2017-03-31 $327k 4.0k 82.58
2016-12-31 $283k 3.8k 75.37
2016-09-30 $290k 3.7k 78.70
2016-06-30 $290k 3.8k 77.23
2016-03-31 $283k 3.8k 75.37
2015-12-31 $264k 3.8k 70.31
2015-09-30 $252k 3.8k 67.11
2015-06-30 $421k 5.7k 73.60
2015-03-31 $425k 5.6k 75.83
2014-12-31 $407k 5.3k 76.72
2014-09-30 $447k 6.1k 73.33
2014-06-30 $406k 5.5k 73.82
2014-03-31 $366k 5.2k 70.32

More positions owned by Albion Financial Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Mid Cap Etf (IWR)
Legg Mason Etf Invt Franklin Us Low (LVHD)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
JPMorgan Chase & Co. (JPM)
Home Depot (HD)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Costco Wholesale Corporation (COST)

View all positions for Albion Financial Group

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