WisdomTree Dividend ex-Fin Fund shares owned by HPM Partners
Quarter-by-quarter ownership of WisdomTree Dividend ex-Fin Fund (AIVL) shares owned by HPM Partners
from 13F filings
Historical chart of HPM Partners investment in WisdomTree Dividend ex-Fin Fund
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Quarterly reported holdings in WisdomTree Dividend ex-Fin Fund by HPM Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $923k | 8.3k | 111.30 |
| 2024-06-30 | $843k | 8.4k | 99.80 |
| 2024-03-31 | $925k | 9.1k | 101.78 |
| 2023-12-31 | $925k | 9.6k | 95.90 |
| 2023-09-30 | $878k | 9.9k | 88.96 |
| 2023-06-30 | $1.1M | 12k | 93.54 |
| 2022-06-30 | $348k | 3.9k | 88.69 |
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