WisdomTree Dividend ex-Fin Fund shares owned by Hanson McClain Advisors
Quarter-by-quarter ownership of WisdomTree Dividend ex-Fin Fund (AIVL) shares owned by Hanson McClain Advisors
from 13F filings
Historical chart of Hanson McClain Advisors investment in WisdomTree Dividend ex-Fin Fund
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Quarterly reported holdings in WisdomTree Dividend ex-Fin Fund by Hanson McClain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $33k | 288 | 114.28 |
| 2025-06-30 | $33k | 288 | 113.06 |
| 2025-03-31 | $30k | 288 | 105.12 |
| 2024-12-31 | $38k | 342 | 110.48 |
| 2024-09-30 | $70k | 629 | 111.30 |
| 2024-06-30 | $65k | 629 | 103.06 |
| 2024-03-31 | $68k | 664 | 101.78 |
| 2023-12-31 | $64k | 664 | 95.90 |
| 2023-09-30 | $71k | 803 | 88.93 |
| 2023-06-30 | $80k | 853 | 93.51 |
| 2023-03-31 | $132k | 1.4k | 91.64 |
| 2022-12-31 | $133k | 1.4k | 91.78 |
| 2022-09-30 | $124k | 1.5k | 81.90 |
| 2022-06-30 | $135k | 1.5k | 88.52 |
| 2022-03-31 | $151k | 1.5k | 99.02 |
| 2021-12-31 | $163k | 1.6k | 101.18 |
| 2021-09-30 | $139k | 1.5k | 93.86 |
| 2021-06-30 | $144k | 1.5k | 97.23 |
| 2019-12-31 | $6.0k | 61 | 98.36 |
| 2019-09-30 | $5.0k | 61 | 81.97 |
| 2019-06-30 | $5.0k | 61 | 81.97 |
| 2019-03-31 | $5.0k | 61 | 81.97 |
| 2018-12-31 | $5.0k | 61 | 81.97 |
| 2018-09-30 | $6.0k | 61 | 98.36 |
| 2018-06-30 | $7.0k | 75 | 93.33 |
| 2018-03-31 | $6.0k | 75 | 80.00 |
| 2017-12-31 | $7.0k | 75 | 93.33 |
| 2017-09-30 | $6.0k | 75 | 80.00 |
| 2017-06-30 | $6.0k | 75 | 80.00 |
| 2017-03-31 | $6.0k | 75 | 80.00 |
| 2016-12-31 | $6.0k | 75 | 80.00 |
| 2016-09-30 | $6.0k | 75 | 80.00 |
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