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WisdomTree Dividend ex-Fin Fund shares owned by Assetmark

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

Historical chart of Assetmark investment in WisdomTree Dividend ex-Fin Fund

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All positions including WisdomTree Dividend ex-Fin Fund held by Assetmark 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 Assetmark

Quarter filed Position value Share count Share price at filing
2026-06-30 $22k 171 131.13
2016-12-31 $5.0k 67 74.63

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Top funds holding WisdomTree Dividend ex-Fin Fund

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

View all funds holding WisdomTree Dividend ex-Fin Fund