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WisdomTree Dividend ex-Fin Fund shares owned by GFS Private Wealth

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

Historical chart of GFS Private 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 GFS Private 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 GFS Private Wealth

Quarter filed Position value Share count Share price at filing
2017-12-31 $14M 154k 88.39

More positions owned by GFS Private Wealth

Vanguard Growth ETF (VUG)
Vanguard Dividend Appreciation ETF (VIG)
Sch Us Mid-cap Etf etf (SCHM)
iShares Russell 2000 Growth Index (IWO)
iShares Russell 1000 Growth Index (IWF)
Schwab U S Small Cap ETF (SCHA)
Vanguard Value ETF (VTV)
WisdomTree Dividend ex-Fin Fund (AIVL)
Schwab U S Large Cap Growth ETF (SCHG)
Schwab Strategic Tr us dividend eq (SCHD)
Schwab Strategic Tr cmn (SCHV)
iShares Russell 1000 Value Index (IWD)
Schwab International Equity ETF (SCHF)
Ishares Tr rus200 idx etf (IWL)
iShares Russell Microcap Index (IWC)

View all positions for GFS Private Wealth

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