WisdomTree Dividend ex-Fin Fund shares owned by CWM
Quarter-by-quarter ownership of WisdomTree Dividend ex-Fin Fund (AIVL) shares owned by CWM
from 13F filings
Historical chart of CWM investment in WisdomTree Dividend ex-Fin Fund
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Quarterly reported holdings in WisdomTree Dividend ex-Fin Fund by CWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $291k | 2.6k | 114.12 |
| 2025-06-30 | $288k | 2.6k | 112.94 |
| 2025-03-31 | $280k | 2.6k | 109.80 |
| 2024-12-31 | $277k | 2.6k | 106.54 |
| 2024-09-30 | $246k | 2.2k | 111.16 |
| 2024-06-30 | $221k | 2.2k | 99.86 |
| 2024-03-31 | $225k | 2.2k | 101.67 |
| 2023-12-31 | $220k | 2.3k | 95.90 |
| 2023-09-30 | $211k | 2.4k | 88.84 |
| 2023-06-30 | $222k | 2.4k | 93.47 |
| 2023-03-31 | $218k | 2.4k | 91.79 |
| 2022-12-31 | $225k | 2.5k | 91.61 |
| 2022-09-30 | $220k | 2.7k | 81.81 |
| 2022-06-30 | $305k | 3.4k | 88.61 |
| 2022-03-31 | $341k | 3.4k | 99.07 |
| 2021-12-31 | $369k | 3.6k | 101.12 |
| 2021-06-30 | $491k | 5.0k | 97.27 |
| 2021-03-31 | $551k | 5.8k | 94.27 |
| 2020-12-31 | $591k | 7.1k | 83.71 |
| 2020-09-30 | $94k | 1.2k | 75.56 |
| 2020-06-30 | $92k | 1.2k | 73.96 |
| 2020-03-31 | $80k | 1.2k | 64.31 |
| 2019-12-31 | $115k | 1.2k | 92.44 |
| 2019-09-30 | $109k | 1.2k | 87.62 |
| 2019-06-30 | $107k | 1.2k | 86.01 |
| 2019-03-31 | $122k | 1.4k | 85.67 |
| 2018-12-31 | $96k | 1.2k | 77.17 |
| 2018-09-30 | $112k | 1.2k | 90.03 |
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