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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
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)
First Trust MF Closed and MF Open (FDL)
Apple Common Stock (AAPL)
First Trust MF Closed and MF Open (FVD)
SPDR S&P MF Closed and MF Open (VLU)
Ishares Core MF Closed and MF Open (IVV)
Invesco S&p MF Closed and MF Open (XMHQ)
Vanguard Value MF Closed and MF Open (VTV)
SPDR S&P MF Closed and MF Open (SPY)
Vanguard Information MF Closed and MF Open (VGT)
First Trust MF Closed and MF Open (FIXD)
First Trust MF Closed and MF Open (RDVY)
First Trust MF Closed and MF Open (FTCS)
Microsoft Corp Common Stock (MSFT)
Spdr Portfolio MF Closed and MF Open (SPYG)

View all positions for ICA Group Wealth Management

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