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WisdomTree Dividend ex-Fin Fund shares owned by Buck Wealth Strategies

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

Historical chart of Buck Wealth Strategies 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 Buck Wealth Strategies 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 Buck Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $9.4k 72 130.65

More positions owned by Buck Wealth Strategies

Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Series Trust ST STR P500GRW (SPYG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Alphabet Cap Stk Cl A (GOOGL)
Bondbloxx Etf Trust Bloomberg One Yr (XONE)
Visa Com Cl A (V)

View all positions for Buck Wealth Strategies

Top funds holding WisdomTree Dividend ex-Fin Fund

Jaffetilchin Investment Partners
Noble Family Wealth
Morgan Stanley
LPL Financial
Advisor Group Holdings
Royal Bank of Canada
Salomon & Ludwin
Founders Grove Wealth Partners
WealthBridge Capital Management
Commonwealth Equity Services
Westside Investment Management
Raymond James Financial
MAI Wealth Advisors
Integrated Advisors Network
Biondo Investment Advisors

View all funds holding WisdomTree Dividend ex-Fin Fund