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WisdomTree Dividend ex-Fin Fund shares owned by Dickmeyer Boyce Financial Management

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

Historical chart of Dickmeyer Boyce Financial Management investment in WisdomTree Dividend ex-Fin Fund

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All positions including WisdomTree Dividend ex-Fin Fund held by Dickmeyer Boyce Financial Management 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 Dickmeyer Boyce Financial Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $735k 6.3k 115.71

More positions owned by Dickmeyer Boyce Financial Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Rus Mid Cap Etf (IWR)
Wisdomtree Tr Us Midcap Divid (DON)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Johnson & Johnson (JNJ)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Index Fds Value Etf (VTV)
Abbvie (ABBV)
JPMorgan Chase & Co. (JPM)
Verizon Communications (VZ)
Wisdomtree Tr Us Largecap Divd (DLN)

View all positions for Dickmeyer Boyce Financial Management

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
Raymond James Financial
MAI Wealth Advisors
Biondo Investment Advisors
Well Done

View all funds holding WisdomTree Dividend ex-Fin Fund