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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

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Dividend ex-Fin Fund held by Glassman Wealth Services 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 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