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Dynamic Wealth Strategies »

WisdomTree Dividend ex-Fin Fund shares owned by Dynamic Wealth Strategies

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

Historical chart of Dynamic Wealth Strategies 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 Dynamic Wealth Strategies 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 Dynamic Wealth Strategies

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$13k	117	114.27
2025-06-30	$13k	117	113.06
2025-03-31	$13k	117	109.80
2024-09-30	$13k	117	111.11
2024-06-30	$12k	117	102.56
2024-03-31	$14k	133	105.26

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Vanguard Scottsdale Fds Nter Term Treas (VGIT)

Vanguard Scottsdale Fds Tg-bkd Secs Etf (VMBS)

Invesco Exchange Traded Fd T &p500 Quality (SPHQ)

Ishares Tr Sci Eafe Etf (EFA)

Vanguard Tax-managed Fds An Ftse Dev Mkt (VEA)

Spdr Series Trust Rtflo S&p500 Gw (SPYG)

Ishares Tr Afe Value Etf (EFV)

Ishares Sci Jpn Etf New (EWJ)

Goldman Sachs Etf Tr Ctivebeta Us Lg (GSLC)

Ishares Tr -10 Yr Trsy Bd (IEF)

Ishares Sci Emrg Chn (EMXC)

View all positions for Dynamic Wealth Strategies

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