WisdomTree Dividend ex-Fin Fund shares owned by Atticus Wealth Management
Quarter-by-quarter ownership of WisdomTree Dividend ex-Fin Fund (AIVL) shares owned by Atticus Wealth Management
from 13F filings
Historical chart of Atticus Wealth Management investment in WisdomTree Dividend ex-Fin Fund
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Quarterly reported holdings in WisdomTree Dividend ex-Fin Fund by Atticus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $22k | 200 | 111.30 |
| 2024-06-30 | $20k | 200 | 99.80 |
| 2024-03-31 | $20k | 200 | 101.78 |
| 2023-12-31 | $19k | 200 | 95.91 |
| 2023-09-30 | $18k | 200 | 88.97 |
| 2023-06-30 | $19k | 200 | 93.55 |
| 2023-03-31 | $18k | 200 | 91.66 |
| 2022-12-31 | $18k | 200 | 91.81 |
| 2022-09-30 | $18k | 200 | 90.00 |
| 2022-06-30 | $18k | 200 | 90.00 |
| 2022-03-31 | $20k | 200 | 100.00 |
| 2021-12-31 | $20k | 200 | 100.00 |
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