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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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All positions including WisdomTree Dividend ex-Fin Fund held by HPM Partners 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 HPM Partners

Quarter filed Position value Share count Share price at filing
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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View all positions for HPM Partners

Top funds holding WisdomTree Dividend ex-Fin Fund

Noble Family Wealth
Salomon & Ludwin
Commonwealth Equity Services
Royal Bank of Canada
Congress Wealth Management LLC / DE /
Holt Capital Advisors, L.L.C. dba Holt Capital Partners
Mercer Global Advisors
WealthBridge Capital Management
David J.Sculati
RMB Capital Management
Westside Investment Management
Prospera Financial Services
Traverso Chambers Private Wealth Management
Well Done
Apollon Wealth Management

View all funds holding WisdomTree Dividend ex-Fin Fund