WisdomTree Dividend ex-Fin Fund shares owned by Bellevue Asset Management
Quarter-by-quarter ownership of WisdomTree Dividend ex-Fin Fund (AIVL) shares owned by Bellevue Asset Management
from 13F filings
Historical chart of Bellevue Asset Management investment in WisdomTree Dividend ex-Fin Fund
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Quarterly reported holdings in WisdomTree Dividend ex-Fin Fund by Bellevue Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $146k | 1.4k | 106.57 |
| 2024-09-30 | $152k | 1.4k | 111.30 |
| 2024-06-30 | $136k | 1.4k | 99.80 |
| 2024-03-31 | $139k | 1.4k | 101.78 |
| 2023-12-31 | $131k | 1.4k | 95.90 |
| 2023-09-30 | $121k | 1.4k | 88.96 |
| 2023-06-30 | $134k | 1.4k | 93.54 |
| 2023-03-31 | $131k | 1.4k | 91.66 |
| 2022-12-31 | $140k | 1.5k | 91.14 |
| 2022-09-30 | $141k | 1.7k | 83.43 |
| 2022-06-30 | $153k | 1.7k | 89.16 |
| 2022-03-31 | $197k | 2.0k | 100.00 |
| 2021-12-31 | $204k | 2.0k | 100.89 |
| 2021-09-30 | $193k | 2.0k | 94.47 |
| 2021-06-30 | $206k | 2.1k | 97.31 |
| 2021-03-31 | $217k | 2.3k | 94.18 |
| 2020-12-31 | $202k | 2.3k | 86.10 |
| 2020-09-30 | $202k | 2.7k | 75.37 |
| 2020-06-30 | $221k | 3.0k | 73.72 |
| 2020-03-31 | $216k | 3.0k | 70.96 |
| 2019-12-31 | $296k | 3.2k | 92.36 |
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