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WisdomTree Dividend ex-Fin Fund shares owned by Avant Capital

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

Historical chart of Avant 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 Avant 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 Avant Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $240k 2.1k 114.29

More positions owned by Avant Capital

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Mmentm (MTUM)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Proshares Tr S&p 500 Dv Arist (NOBL)
Proshares Tr S&p Mdcp 400 Div (REGL)

View all positions for Avant Capital

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