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WisdomTree Dividend ex-Fin Fund shares owned by Hartland & Co

Quarter-by-quarter ownership of WisdomTree Dividend ex-Fin Fund (AIVL) shares owned by Hartland & Co from 13F filings

Historical chart of Hartland & Co 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 Hartland & Co 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 Hartland & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $111k 973 114.28
2025-06-30 $110k 973 113.06
2025-03-31 $107k 973 109.80
2024-12-31 $104k 973 106.52
2024-09-30 $108k 973 111.30
2024-06-30 $97k 973 99.80

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View all positions for Hartland & Co

Top funds holding WisdomTree Dividend ex-Fin Fund

Jaffetilchin Investment Partners
Noble Family Wealth
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LPL Financial
Royal Bank of Canada
Advisor Group Holdings
Commonwealth Equity Services
Congress Wealth Management LLC / DE /
Salomon & Ludwin
Founders Grove Wealth Partners
Citadel Advisors
WealthBridge Capital Management
Westside Investment Management
Raymond James Financial
MAI Wealth Advisors

View all funds holding WisdomTree Dividend ex-Fin Fund