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Congress Wealth Management LLC / DE / »

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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Quarterly reported holdings in WisdomTree Dividend ex-Fin Fund by Congress Wealth Management LLC / DE /

Quarter filed	Position value	Share count	Share price at filing
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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