WisdomTree Dividend ex-Fin Fund shares owned by Graves-Light Private Wealth Management
Quarter-by-quarter ownership of WisdomTree Dividend ex-Fin Fund (AIVL) shares owned by Graves-Light Private Wealth Management
from 13F filings
Historical chart of Graves-Light Private Wealth Management investment in WisdomTree Dividend ex-Fin Fund
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Quarterly reported holdings in WisdomTree Dividend ex-Fin Fund by Graves-Light Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $389k | 3.4k | 114.28 |
| 2025-06-30 | $385k | 3.4k | 113.06 |
| 2025-03-31 | $374k | 3.4k | 109.80 |
| 2024-12-31 | $363k | 3.4k | 106.52 |
| 2024-06-30 | $374k | 3.8k | 98.98 |
| 2024-03-31 | $384k | 3.8k | 101.78 |
| 2023-12-31 | $362k | 3.8k | 95.90 |
| 2023-09-30 | $332k | 3.8k | 87.80 |
| 2023-06-30 | $353k | 3.8k | 93.54 |
| 2023-03-31 | $346k | 3.8k | 91.66 |
| 2022-12-31 | $347k | 3.8k | 91.80 |
| 2022-09-30 | $308k | 3.8k | 81.57 |
| 2022-06-30 | $335k | 3.8k | 88.72 |
| 2022-03-31 | $377k | 3.8k | 99.03 |
| 2021-12-31 | $385k | 3.8k | 101.13 |
| 2021-09-30 | $358k | 3.8k | 94.04 |
| 2021-06-30 | $370k | 3.8k | 97.19 |
| 2021-03-31 | $359k | 3.8k | 94.30 |
| 2020-12-31 | $323k | 3.9k | 83.61 |
| 2020-09-30 | $291k | 3.9k | 75.33 |
| 2020-06-30 | $314k | 4.3k | 73.66 |
| 2020-03-31 | $308k | 4.8k | 64.67 |
| 2019-12-31 | $441k | 4.8k | 92.59 |
| 2019-09-30 | $418k | 4.8k | 87.76 |
| 2019-06-30 | $409k | 4.8k | 85.77 |
| 2019-03-31 | $407k | 4.8k | 85.49 |
| 2018-12-31 | $266k | 3.5k | 76.90 |
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