WisdomTree Dividend ex-Fin Fund shares owned by Goss Wealth Management
Quarter-by-quarter ownership of WisdomTree Dividend ex-Fin Fund (AIVL) shares owned by Goss Wealth Management
from 13F filings
Historical chart of Goss Wealth Management investment in WisdomTree Dividend ex-Fin Fund
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Quarterly reported holdings in WisdomTree Dividend ex-Fin Fund by Goss Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $691k | 6.0k | 114.29 |
| 2025-06-30 | $562k | 5.0k | 113.07 |
| 2025-03-31 | $546k | 5.0k | 109.81 |
| 2024-12-31 | $529k | 5.0k | 106.53 |
| 2024-09-30 | $560k | 5.0k | 111.31 |
| 2024-06-30 | $547k | 5.5k | 99.80 |
| 2024-03-31 | $562k | 5.5k | 101.78 |
| 2023-09-30 | $509k | 5.7k | 88.97 |
| 2023-06-30 | $623k | 6.7k | 93.55 |
| 2023-03-31 | $86k | 936 | 91.67 |
| 2022-12-31 | $10k | 1.1k | 9.16 |
| 2020-12-31 | $294k | 3.5k | 83.81 |
| 2020-09-30 | $282k | 3.7k | 75.38 |
| 2020-06-30 | $369k | 5.0k | 73.79 |
| 2020-03-31 | $747k | 12k | 64.57 |
| 2019-12-31 | $1.1M | 12k | 92.45 |
| 2019-09-30 | $1.1M | 13k | 87.45 |
| 2019-06-30 | $1.1M | 13k | 85.81 |
| 2019-03-31 | $941 | 13k | 0.07 |
| 2018-12-31 | $1.0M | 14k | 76.99 |
| 2018-09-30 | $1.1M | 12k | 90.39 |
| 2018-06-30 | $448k | 5.2k | 86.49 |
| 2018-03-31 | $264k | 3.2k | 82.22 |
| 2017-12-31 | $294k | 3.3k | 89.96 |
| 2017-09-30 | $277k | 3.3k | 85.20 |
| 2017-06-30 | $266k | 3.3k | 81.76 |
| 2017-03-31 | $233k | 2.8k | 81.87 |
| 2016-12-31 | $232k | 2.8k | 81.52 |
| 2016-09-30 | $233k | 3.0k | 77.36 |
| 2016-06-30 | $232k | 3.0k | 77.54 |
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