WisdomTree Dividend ex-Fin Fund shares owned by Glassman Wealth Services
Quarter-by-quarter ownership of WisdomTree Dividend ex-Fin Fund (AIVL) shares owned by Glassman Wealth Services
from 13F filings
Historical chart of Glassman Wealth Services investment in WisdomTree Dividend ex-Fin Fund
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All positions including WisdomTree Dividend ex-Fin Fund held by Glassman Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in WisdomTree Dividend ex-Fin Fund by Glassman Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $41k | 357 | 114.28 |
| 2025-06-30 | $40k | 357 | 113.06 |
| 2025-03-31 | $39k | 357 | 109.80 |
| 2020-09-30 | $75k | 1.0k | 75.00 |
| 2020-06-30 | $74k | 1.0k | 74.00 |
| 2020-03-31 | $65k | 1.0k | 65.00 |
| 2019-12-31 | $92k | 1.0k | 92.00 |
| 2019-09-30 | $87k | 1.0k | 87.00 |
| 2019-06-30 | $86k | 1.0k | 86.00 |
| 2019-03-31 | $85k | 1.0k | 85.00 |
| 2018-12-31 | $77k | 1.0k | 77.00 |
| 2018-09-30 | $90k | 1.0k | 90.00 |
| 2018-06-30 | $87k | 1.0k | 87.00 |
| 2018-03-31 | $85k | 1.0k | 85.00 |
| 2017-12-31 | $88k | 1.0k | 88.00 |
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