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WisdomTree Dividend ex-Fin Fund shares owned by Dagco

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

Historical chart of Dagco 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 Dagco 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 Dagco

Quarter filed Position value Share count Share price at filing
2023-12-31 $13k 133 95.90

More positions owned by Dagco

Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Ser Tr Portfolio Short (SPSB)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Expnd Tec Sc Etf (IGM)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Esg Awr Msci Em (ESGE)
Ishares Tr Eafe Value Etf (EFV)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Us Sml Cap Eqt (SMLF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Dagco

Top funds holding WisdomTree Dividend ex-Fin Fund

Noble Family Wealth
Salomon & Ludwin
Commonwealth Equity Services
Royal Bank of Canada
Congress Wealth Management LLC / DE /
Holt Capital Advisors, L.L.C. dba Holt Capital Partners
Mercer Global Advisors
WealthBridge Capital Management
David J.Sculati
RMB Capital Management
Westside Investment Management
Prospera Financial Services
Traverso Chambers Private Wealth Management
Well Done
Apollon Wealth Management

View all funds holding WisdomTree Dividend ex-Fin Fund