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WisdomTree Dividend ex-Fin Fund shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset Management 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 Envestnet Asset 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 Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8M 25k 111.30
2024-06-30 $2.5M 25k 99.80
2024-03-31 $2.6M 25k 101.78
2023-09-30 $2.5M 28k 88.96
2023-06-30 $2.8M 30k 93.54
2023-03-31 $2.9M 32k 91.66
2022-12-31 $3.0M 33k 91.81
2022-09-30 $2.5M 30k 81.62
2022-06-30 $2.9M 33k 88.73
2022-03-31 $3.4M 34k 99.05
2021-12-31 $3.8M 38k 101.12
2021-09-30 $3.5M 38k 93.99
2021-06-30 $9.4M 97k 97.25
2021-03-31 $9.3M 99k 94.30
2020-12-31 $523k 6.2k 83.69
2020-09-30 $316k 4.2k 75.33
2020-06-30 $323k 4.4k 73.64
2020-03-31 $532k 8.2k 64.59
2019-12-31 $983k 11k 92.51
2019-09-30 $727k 8.3k 87.40
2019-06-30 $726k 8.5k 85.72
2019-03-31 $687k 8.0k 85.47
2018-12-31 $636k 8.3k 76.92
2017-12-31 $47k 520 90.38
2017-09-30 $34k 411 82.73
2017-06-30 $128k 1.6k 82.10
2017-03-31 $862k 10k 82.56
2016-12-31 $861k 11k 80.30
2016-09-30 $930k 12k 78.59
2016-06-30 $3.8M 50k 77.12
2016-03-31 $3.8M 51k 75.44
2015-12-31 $4.4M 62k 70.30
2015-09-30 $4.6M 69k 67.21
2015-06-30 $5.2M 71k 73.56
2015-03-31 $6.1M 80k 75.89
2014-09-30 $0 0 0.00
2014-06-30 $0 0 0.00
2014-03-31 $5.0k 76 65.79
2013-12-31 $21k 305 68.85
2013-09-30 $19k 302 62.91
2013-06-30 $10M 163k 62.27

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Envestnet Asset Management

Top funds holding WisdomTree Dividend ex-Fin Fund

Morgan Stanley
Jaffetilchin Investment Partners
Noble Family Wealth
LPL Financial
Commonwealth Equity Services
Salomon & Ludwin
Congress Wealth Management LLC / DE /
Royal Bank of Canada
Envestnet Asset Management
Holt Capital Advisors, L.L.C. dba Holt Capital Partners
Susquehanna International
WealthBridge Capital Management
Mercer Global Advisors
MAI Wealth Advisors
RMB Capital Management

View all funds holding WisdomTree Dividend ex-Fin Fund