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WisdomTree Dividend ex-Fin Fund shares owned by Clear Point Advisors

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

Historical chart of Clear Point Advisors 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 Clear Point Advisors 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 Clear Point Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $22k 200 111.30
2024-06-30 $20k 200 99.80
2024-03-31 $20k 200 101.78
2023-12-31 $19k 200 95.91

More positions owned by Clear Point Advisors

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Doubleline Etf Trust Shiller Cape U S (CAPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Wisdomtree Tr Floatng Rat Trea (USFR)
Graniteshares Gold Tr Shs Ben Int (BAR)
First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Clear Point Advisors

Top funds holding WisdomTree Dividend ex-Fin Fund

Morgan Stanley
Jaffetilchin Investment Partners
Noble Family Wealth
LPL Financial
Commonwealth Equity Services
Congress Wealth Management LLC / DE /
Royal Bank of Canada
Salomon & Ludwin
Founders Grove Wealth Partners
Envestnet Asset Management
Raymond James Financial
Holt Capital Advisors, L.L.C. dba Holt Capital Partners
WealthBridge Capital Management
Mercer Global Advisors
MAI Wealth Advisors

View all funds holding WisdomTree Dividend ex-Fin Fund