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WisdomTree Dividend ex-Fin Fund shares owned by Hughes Financial Services

Quarter-by-quarter ownership of WisdomTree Dividend ex-Fin Fund (AIVL) shares owned by Hughes Financial Services from 13F filings

Historical chart of Hughes Financial Services 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 Hughes Financial Services 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 Hughes Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $29k 253 112.94
2025-06-30 $28k 253 111.82
2025-03-31 $28k 253 109.80

More positions owned by Hughes Financial Services

State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Jpmorgan U.s. Tech Leaders Etf Etf (JTEK)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Jpmorgan International Bond Opportunities Etf Of Benef Interest Etf (JPIB)
State Street Spdr Portfolio Tips Etf Etf (SPIP)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Dimensional U.s. Equity Market Etf Etf (DFUS)
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)
State Street Spdr Msci Usa Strategicfactors Etf Etf (QUS)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)

View all positions for Hughes Financial Services

Top funds holding WisdomTree Dividend ex-Fin Fund

Jaffetilchin Investment Partners
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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