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WisdomTree Dividend ex-Fin Fund shares owned by CoreCap Advisors

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

Historical chart of CoreCap 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 CoreCap 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 CoreCap Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $26k 200 131.13

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View all positions for CoreCap Advisors

Top funds holding WisdomTree Dividend ex-Fin Fund

Jaffetilchin Investment Partners
Noble Family Wealth
Morgan Stanley
LPL Financial
Advisor Group Holdings
Commonwealth Equity Services
Salomon & Ludwin
Royal Bank of Canada
Founders Grove Wealth Partners
WealthBridge Capital Management
Westside Investment Management
Susquehanna International
Raymond James Financial
MAI Wealth Advisors
Biondo Investment Advisors

View all funds holding WisdomTree Dividend ex-Fin Fund