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WisdomTree Dividend ex-Fin Fund shares owned by Founders Grove Wealth Partners

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

Historical chart of Founders Grove Wealth Partners 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 Founders Grove Wealth Partners 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 Founders Grove Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 25k 114.28
2025-06-30 $2.8M 25k 113.06
2025-03-31 $2.7M 25k 109.80
2024-12-31 $2.7M 25k 106.52