David J.Sculati »

WisdomTree Dividend ex-Fin Fund shares owned by David J.Sculati

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

Historical chart of David J.Sculati investment in WisdomTree Dividend ex-Fin Fund

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Quarterly reported holdings in WisdomTree Dividend ex-Fin Fund by David J.Sculati

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 20k 101.77
2023-12-31 $2.0M 20k 95.88
2023-09-30 $1.8M 21k 88.99
2023-06-30 $2.1M 23k 93.56
2023-03-31 $2.4M 26k 91.67
2022-12-31 $2.3M 25k 91.82
2022-09-30 $2.0M 25k 81.65
2022-06-30 $2.2M 25k 88.73
2022-03-31 $2.7M 28k 99.06
2021-12-31 $2.8M 28k 101.15
2021-09-30 $2.5M 27k 93.99
2021-06-30 $2.6M 26k 97.24
2021-03-31 $2.4M 26k 94.31
2020-12-31 $2.1M 25k 83.74
2020-09-30 $1.8M 24k 75.42
2020-06-30 $1.6M 22k 73.71
2020-03-31 $1.4M 21k 64.61
2019-12-31 $1.9M 21k 92.51
2019-09-30 $1.6M 18k 87.44
2019-06-30 $1.5M 17k 85.75
2019-03-31 $1.4M 17k 85.48
2018-12-31 $1.4M 18k 76.99
2018-09-30 $1.4M 16k 90.45
2018-06-30 $1.4M 16k 86.88
2018-03-31 $1.2M 14k 84.57
2017-12-31 $1.2M 14k 88.38
2017-09-30 $1.1M 13k 84.29
2017-06-30 $1.1M 13k 82.29
2017-03-31 $1.3M 15k 82.58
2016-12-31 $1.2M 16k 80.31
2016-09-30 $1.3M 16k 78.58
2016-06-30 $1.3M 16k 77.14
2016-03-31 $1.2M 16k 75.43
2015-12-31 $1.1M 16k 70.28
2015-09-30 $1.0M 16k 67.23
2015-06-30 $1.2M 16k 73.54
2015-03-31 $1.1M 15k 75.91
2014-12-31 $1.0M 14k 76.68
2014-09-30 $940k 13k 73.43
2014-06-30 $952k 13k 73.90
2014-03-31 $807k 12k 70.29
2013-12-31 $301k 4.4k 68.78
2013-09-30 $220k 3.5k 63.44

More positions owned by David J.Sculati

Berkshire Hathaway CL B (BRK.B)
Alphabet Stk Cl A (GOOGL)
Goldman Sachs ActiveBeta Inter Activebeta Int (GSIE)
iShares Edge MSCI Min Vol USA Msci Min Vol Etf (USMV)
Schwab Fundamental U.S. Large Fdt Us Lg (FNDX)
Microsoft Corporation (MSFT)
Xtrackers MSCI EAFE High Div Yld Eq ETF Msci Eafe (HDEF)
Marathon Petroleum Corp (MPC)
Meta Platforms Inc Class A Cl A (META)
Schwab U.S. Large-Cap Value ET Us Lcap Va Etf (SCHV)
iShares 1-3 Year Treasury Bond ETF Tr 1 3 Yr Treas Bd (SHY)
CVS Caremark Corporation (CVS)
Goldman Sachs Etf Tr Just Us Lrg Cp Us Lrg Cp (JUST)
iShares Core S&P Small-Cap ETF Etf Tr Equity (IJR)
Apple (AAPL)

View all positions for David J.Sculati

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