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WisdomTree Dividend ex-Fin Fund shares owned by Element Wealth

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

Historical chart of Element Wealth 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 Element Wealth 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 Element Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $241k 2.2k 111.30
2024-06-30 $216k 2.2k 99.80
2024-03-31 $237k 2.3k 101.78
2023-12-31 $244k 2.5k 95.90
2023-09-30 $254k 2.9k 88.96
2023-06-30 $267k 2.9k 93.54
2023-03-31 $262k 2.9k 91.66
2022-12-31 $264k 2.9k 91.80
2022-09-30 $235k 2.9k 81.65
2022-06-30 $231k 2.6k 88.91
2022-03-31 $260k 2.6k 99.05
2021-12-31 $268k 2.7k 100.94
2021-09-30 $257k 2.7k 94.14
2021-06-30 $265k 2.7k 97.07
2021-03-31 $257k 2.7k 94.14
2020-12-31 $229k 2.7k 83.88
2020-09-30 $268k 3.6k 75.34
2020-06-30 $262k 3.6k 73.66
2020-03-31 $230k 3.6k 64.66
2019-12-31 $342k 3.7k 92.38