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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
2024-09-30 $108k 973 111.30
2024-06-30 $97k 973 99.80

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Ishares Tr Rus Mid Cap Etf (IWR)

View all positions for Hartland & Co

Top funds holding WisdomTree Dividend ex-Fin Fund

Morgan Stanley
Jaffetilchin Investment Partners
Noble Family Wealth
LPL Financial
Commonwealth Equity Services
Salomon & Ludwin
Congress Wealth Management LLC / DE /
Royal Bank of Canada
Envestnet Asset Management
Holt Capital Advisors, L.L.C. dba Holt Capital Partners
Susquehanna International
WealthBridge Capital Management
Mercer Global Advisors
MAI Wealth Advisors
RMB Capital Management

View all funds holding WisdomTree Dividend ex-Fin Fund