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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

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Dividend ex-Fin Fund held by Guardian Wealth Management 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 Guardian Wealth Management

Quarter filed Position value Share count Share price at filing
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