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WisdomTree Dividend ex-Fin Fund shares owned by Baird Financial

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

Historical chart of Baird Financial investment in WisdomTree Dividend ex-Fin Fund

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All positions including WisdomTree Dividend ex-Fin Fund held by Baird Financial 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 Baird Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $714k 6.2k 114.28
2025-06-30 $706k 6.2k 113.07
2016-03-31 $222k 2.9k 75.54
2015-12-31 $207k 2.9k 70.43
2015-06-30 $216k 2.9k 73.49

More positions owned by Baird Financial

Microsoft Corp Common (MSFT)
Apple Common (AAPL)
Jpmorgan Chase Common (JPM)
Alphabet Inc C Common (GOOG)
Ishares Tr Rus 1000 Grw Etf Common (IWF)
Berkshire Hathaway Inc Del Cl Common (BRK.B)
Meta Platforms Inc A Common (META)
Ishares Tr Rus 1000 Val Etf Common (IWD)
Home Depot Common (HD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt Common (VEA)
Ge Aerospace Common (GE)
Ge Vernova Common (GEV)
Progressive Corp Common (PGR)
Amazon Common (AMZN)
Nvidia Corp Common (NVDA)

View all positions for Baird Financial

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