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WisdomTree Dividend ex-Fin Fund shares owned by Arcadia Investment Advisors

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

Historical chart of Arcadia Investment Advisors 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 Arcadia Investment Advisors 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 Arcadia Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $74k 643 114.28
2025-06-30 $73k 643 113.06
2025-03-31 $71k 643 109.80
2024-12-31 $69k 643 106.52
2024-09-30 $72k 643 111.30
2024-06-30 $73k 735 99.80
2024-03-31 $75k 735 101.78
2023-12-31 $71k 735 95.90
2023-09-30 $65k 735 88.96
2023-06-30 $69k 735 93.54
2023-03-31 $67k 735 91.66
2022-12-31 $68k 735 91.81
2022-09-30 $60k 735 81.63
2022-06-30 $65k 735 88.74
2022-03-31 $73k 735 99.06
2021-12-31 $74k 735 101.13
2021-09-30 $69k 735 93.98
2021-06-30 $72k 735 97.24
2021-03-31 $69k 735 94.30
2020-12-31 $62k 735 83.73
2020-09-30 $55k 735 75.42
2020-06-30 $54k 735 73.73
2020-03-31 $48k 735 64.59
2019-12-31 $68k 735 92.50
2019-09-30 $64k 735 87.43
2019-06-30 $63k 735 85.77
2019-03-31 $63k 735 85.49
2018-12-31 $57k 735 76.98
2018-09-30 $67k 735 90.43
2018-06-30 $64k 735 86.89
2018-03-31 $62k 735 84.54
2017-12-31 $65k 735 88.39

More positions owned by Arcadia Investment Advisors

Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Rus Top 200 Etf (IWL)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Vanguard World Mega Cap Val Etf (MGV)
American Centy Etf Tr Avantis Us Larg (AVLC)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibds Dec28 Etf (IBDT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Arcadia Investment Advisors

Top funds holding WisdomTree Dividend ex-Fin Fund

Jaffetilchin Investment Partners
Noble Family Wealth
Morgan Stanley
LPL Financial
Royal Bank of Canada
Advisor Group Holdings
Commonwealth Equity Services
Congress Wealth Management LLC / DE /
Salomon & Ludwin
Founders Grove Wealth Partners
Citadel Advisors
WealthBridge Capital Management
Westside Investment Management
Raymond James Financial
MAI Wealth Advisors

View all funds holding WisdomTree Dividend ex-Fin Fund