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WisdomTree Dividend ex-Fin Fund shares owned by ICA Group Wealth Management

Quarter-by-quarter ownership of WisdomTree Dividend ex-Fin Fund (AIVL) shares owned by ICA Group Wealth Management from 13F filings

Historical chart of ICA Group Wealth Management 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 ICA Group Wealth Management 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 ICA Group Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $23k 225 99.80
2024-03-31 $33k 325 101.78
2023-12-31 $31k 325 95.90
2023-06-30 $30k 325 93.54
2023-03-31 $30k 325 91.66
2022-12-31 $31k 325 94.69

More positions owned by ICA Group Wealth Management

Invesco Qqq MF Closed and MF Open (QQQ)
SPDR S&P MF Closed and MF Open (SPY)
JP Morgan Core Plus Bond ETF Stock/ETF (JCPB)
First Trust MF Closed and MF Open (FDL)
Apple Common Stock (AAPL)
Vanguard Russell 1000 Growth Stock/ETF (VONG)
JPMorgan Equity Premium Income ETF Stock/ETF (JEPI)
First Trust MF Closed and MF Open (FVD)
SPDR S&P MF Closed and MF Open (VLU)
Vanguard Value MF Closed and MF Open (VTV)
Invesco S&p MF Closed and MF Open (XMHQ)
Ishares Core MF Closed and MF Open (IVV)
iShares Treasury Floating Rate Bond Stock/ETF (TFLO)
iShares MSCI World Index Stock/ETF (URTH)
Nvidia Corp Common Stock (NVDA)

View all positions for ICA Group Wealth Management

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