WisdomTree Dividend ex-Fin Fund shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of WisdomTree Dividend ex-Fin Fund (AIVL) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in WisdomTree Dividend ex-Fin Fund
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All positions including WisdomTree Dividend ex-Fin Fund held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $3.0M | 27k | 111.30 |
2024-03-31 | $2.7M | 27k | 101.78 |
2023-12-31 | $2.6M | 27k | 95.90 |
2023-09-30 | $2.5M | 28k | 88.96 |
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