WisdomTree Dividend ex-Fin Fund shares owned by Capital Investment Advisory Services
Quarter-by-quarter ownership of WisdomTree Dividend ex-Fin Fund (AIVL) shares owned by Capital Investment Advisory Services
from 13F filings
Historical chart of Capital Investment Advisory Services 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 Capital Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in WisdomTree Dividend ex-Fin Fund by Capital Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21k | 180 | 114.28 |
| 2025-06-30 | $20k | 180 | 113.06 |
| 2025-03-31 | $20k | 180 | 109.80 |
| 2024-12-31 | $19k | 180 | 106.52 |
| 2024-09-30 | $20k | 180 | 111.30 |
| 2024-06-30 | $18k | 180 | 99.80 |
| 2024-03-31 | $18k | 180 | 101.78 |
| 2023-12-31 | $17k | 180 | 95.91 |
| 2023-09-30 | $16k | 180 | 88.96 |
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