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WisdomTree Dividend ex-Fin Fund shares owned by Aspen Grove Capital

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

Historical chart of Aspen Grove Capital 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 Aspen Grove Capital 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 Aspen Grove Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $918k 8.3k 111.30
2024-06-30 $823k 8.2k 99.81
2024-03-31 $840k 8.2k 101.79
2023-12-31 $791k 8.2k 95.91
2023-09-30 $734k 8.3k 88.96
2023-06-30 $772k 8.3k 93.54

More positions owned by Aspen Grove Capital

Booking Holdings (BKNG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Valley National Ban (VLY)
Amazon (AMZN)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Msci Mexico Etf (EWW)
International Business Machines (IBM)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Msci India Etf (INDA)

View all positions for Aspen Grove Capital

Top funds holding WisdomTree Dividend ex-Fin Fund

Morgan Stanley
Jaffetilchin Investment Partners
Noble Family Wealth
LPL Financial
Commonwealth Equity Services
Salomon & Ludwin
Congress Wealth Management LLC / DE /
Royal Bank of Canada
Envestnet Asset Management
Holt Capital Advisors, L.L.C. dba Holt Capital Partners
Susquehanna International
WealthBridge Capital Management
Mercer Global Advisors
MAI Wealth Advisors
RMB Capital Management

View all funds holding WisdomTree Dividend ex-Fin Fund