Bouchey Financial »

WisdomTree Dividend ex-Fin Fund shares owned by Bouchey Financial

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

Historical chart of Bouchey Financial 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 Bouchey Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree Dividend ex-Fin Fund by Bouchey Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $289k 2.8k 101.78
2023-12-31 $272k 2.8k 95.90
2023-09-30 $253k 2.8k 88.96

More positions owned by Bouchey Financial

Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Us High Profitab (DUHP)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core Us Aggbd Et (AGG)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Amazon (AMZN)

View all positions for Bouchey Financial

Top funds holding WisdomTree Dividend ex-Fin Fund

Noble Family Wealth
Salomon & Ludwin
Commonwealth Equity Services
Royal Bank of Canada
Congress Wealth Management LLC / DE /
Holt Capital Advisors, L.L.C. dba Holt Capital Partners
Mercer Global Advisors
WealthBridge Capital Management
David J.Sculati
RMB Capital Management
Westside Investment Management
Prospera Financial Services
Traverso Chambers Private Wealth Management
Well Done
Apollon Wealth Management

View all funds holding WisdomTree Dividend ex-Fin Fund