WisdomTree Dividend ex-Fin Fund shares owned by Guardian Wealth Management
Quarter-by-quarter ownership of WisdomTree Dividend ex-Fin Fund (AIVL) shares owned by Guardian Wealth Management
from 13F filings
Historical chart of Guardian Wealth Management investment in WisdomTree Dividend ex-Fin Fund
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Quarterly reported holdings in WisdomTree Dividend ex-Fin Fund by Guardian Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $83k | 742 | 111.30 |
| 2024-06-30 | $75k | 756 | 99.77 |
| 2024-03-31 | $77k | 756 | 101.82 |
| 2023-12-31 | $77k | 804 | 95.92 |
| 2023-09-30 | $105k | 1.2k | 88.96 |
| 2023-06-30 | $118k | 1.3k | 93.52 |
| 2023-03-31 | $128k | 1.4k | 91.68 |
| 2022-12-31 | $154k | 1.7k | 91.78 |
| 2022-09-30 | $136k | 1.7k | 81.44 |
| 2022-06-30 | $148k | 1.7k | 88.52 |
| 2022-03-31 | $165k | 1.7k | 98.92 |
| 2021-12-31 | $169k | 1.7k | 101.44 |
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