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WisdomTree Dividend ex-Fin Fund shares owned by Global Retirement Partners

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

Historical chart of Global Retirement 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 Global Retirement 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 Global Retirement Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 12k 114.28
2025-06-30 $1.4M 12k 113.06

More positions owned by Global Retirement Partners

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Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Ishares Tr Short Treas Bd (SHV)
Meta Platforms Cl A (META)
Ishares Tr Rus Tp200 Gr Etf (IWY)

View all positions for Global Retirement Partners

Top funds holding WisdomTree Dividend ex-Fin Fund

Jaffetilchin Investment Partners
Noble Family Wealth
Morgan Stanley
LPL Financial
Royal Bank of Canada
Advisor Group Holdings
Commonwealth Equity Services
Congress Wealth Management LLC / DE /
Salomon & Ludwin
Founders Grove Wealth Partners
Citadel Advisors
WealthBridge Capital Management
Westside Investment Management
Raymond James Financial
MAI Wealth Advisors

View all funds holding WisdomTree Dividend ex-Fin Fund