Idaho Trust Bank »

WisdomTree Dividend ex-Fin Fund shares owned by Idaho Trust Bank

Quarter-by-quarter ownership of WisdomTree Dividend ex-Fin Fund (AIVL) shares owned by Idaho Trust Bank from 13F filings

Historical chart of Idaho Trust Bank 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 Idaho Trust Bank consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree Dividend ex-Fin Fund by Idaho Trust Bank

Quarter filed Position value Share count Share price at filing
2024-03-31 $285k 2.8k 101.78

More positions owned by Idaho Trust Bank

Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard World Mega Cap Val Etf (MGV)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr Esg Awr Msci Usa (ESGU)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Index Shs Fds Msci Wrld Strgic (QWLD)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Idaho Trust Bank

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