WisdomTree Dividend ex-Fin Fund shares owned by Altrius Capital Management
Quarter-by-quarter ownership of WisdomTree Dividend ex-Fin Fund (AIVL) shares owned by Altrius Capital Management
from 13F filings
Historical chart of Altrius Capital Management investment in WisdomTree Dividend ex-Fin Fund
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Quarterly reported holdings in WisdomTree Dividend ex-Fin Fund by Altrius Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $417k | 3.7k | 113.06 |
| 2025-03-31 | $400k | 3.6k | 109.80 |
| 2024-12-31 | $414k | 3.9k | 106.52 |
| 2024-09-30 | $460k | 4.1k | 111.33 |
| 2024-06-30 | $428k | 4.3k | 99.82 |
| 2024-03-31 | $439k | 4.3k | 101.80 |
| 2023-12-31 | $437k | 4.6k | 95.92 |
| 2023-09-30 | $420k | 4.7k | 88.97 |
| 2023-06-30 | $497k | 5.3k | 93.56 |
| 2023-03-31 | $542k | 5.9k | 91.68 |
| 2022-12-31 | $672k | 7.3k | 91.81 |
| 2022-09-30 | $708k | 8.7k | 81.57 |
| 2022-06-30 | $855k | 9.6k | 88.68 |
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