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WisdomTree Dividend ex-Fin Fund shares owned by CI Private Wealth

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

Historical chart of CI Private Wealth 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 CI Private Wealth 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 CI Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $260k 2.3k 115.18

More positions owned by CI Private Wealth

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NVIDIA Corporation (NVDA)
Kla Corp Com New (KLAC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
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View all positions for CI Private Wealth

Top funds holding WisdomTree Dividend ex-Fin Fund

Jaffetilchin Investment Partners
Noble Family Wealth
LPL Financial
Royal Bank of Canada
Advisor Group Holdings
Commonwealth Equity Services
Salomon & Ludwin
Founders Grove Wealth Partners
Citadel Advisors
WealthBridge Capital Management
Raymond James Financial
MAI Wealth Advisors
Apollon Wealth Management
Biondo Investment Advisors
Holt Capital Advisors, L.L.C. dba Holt Capital Partners

View all funds holding WisdomTree Dividend ex-Fin Fund