WisdomTree Dividend ex-Fin Fund shares owned by Fingerlakes Wealth Management
Quarter-by-quarter ownership of WisdomTree Dividend ex-Fin Fund (AIVL) shares owned by Fingerlakes Wealth Management
from 13F filings
Historical chart of Fingerlakes Wealth 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 Fingerlakes Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in WisdomTree Dividend ex-Fin Fund by Fingerlakes Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $304k | 2.7k | 111.29 |
| 2024-03-31 | $285k | 2.8k | 101.78 |
| 2023-12-31 | $267k | 2.8k | 95.92 |
| 2023-09-30 | $246k | 2.8k | 88.96 |
| 2023-06-30 | $257k | 2.7k | 93.54 |
| 2023-03-31 | $250k | 2.7k | 91.64 |
| 2022-12-31 | $250k | 2.7k | 91.80 |
| 2022-09-30 | $220k | 2.7k | 81.51 |
| 2022-06-30 | $296k | 3.3k | 88.89 |
| 2022-03-31 | $328k | 3.3k | 98.94 |
| 2021-12-31 | $398k | 4.0k | 100.71 |
More positions owned by Fingerlakes Wealth Management
View all positions for Fingerlakes Wealth Management
Top funds holding WisdomTree Dividend ex-Fin Fund
View all funds holding WisdomTree Dividend ex-Fin Fund