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WisdomTree Dividend ex-Fin Fund shares owned by Colony

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

Historical chart of Colony 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 Colony 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 Colony

Quarter filed Position value Share count Share price at filing
2024-12-31 $834k 7.8k 106.52
2024-09-30 $211k 1.9k 111.30
2024-06-30 $624k 6.2k 99.87
2024-03-31 $635k 6.2k 101.71

More positions owned by Colony

Apple (AAPL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Dimensional Etf Trust Us Equity Market (DFUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Colony

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