WisdomTree Dividend ex-Fin Fund shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of WisdomTree Dividend ex-Fin Fund (AIVL) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For 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 Institute For Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in WisdomTree Dividend ex-Fin Fund by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $931k | 8.7k | 106.52 |
| 2024-09-30 | $970k | 8.7k | 111.30 |
| 2024-06-30 | $870k | 8.7k | 99.80 |
| 2024-03-31 | $887k | 8.7k | 101.78 |
| 2023-12-31 | $849k | 8.9k | 95.91 |
| 2023-09-30 | $821k | 9.2k | 88.97 |
| 2023-06-30 | $867k | 9.3k | 93.55 |
| 2023-03-31 | $857k | 9.3k | 91.66 |
| 2022-12-31 | $858k | 9.3k | 91.81 |
| 2022-09-30 | $769k | 9.4k | 81.68 |
| 2022-06-30 | $835k | 9.4k | 88.69 |
| 2022-03-31 | $940k | 9.5k | 99.07 |
| 2021-12-31 | $960k | 9.5k | 101.18 |
| 2021-09-30 | $892k | 9.5k | 94.01 |
| 2021-06-30 | $923k | 9.5k | 97.28 |
| 2021-03-31 | $895k | 9.5k | 94.33 |
| 2020-12-31 | $794k | 9.5k | 83.68 |
| 2020-09-30 | $716k | 9.5k | 75.46 |
| 2020-06-30 | $700k | 9.5k | 73.78 |
| 2020-03-31 | $620k | 9.6k | 64.56 |
| 2019-12-31 | $896k | 896 | 1000.00 |
| 2019-09-30 | $847k | 9.7k | 87.48 |
| 2019-06-30 | $830k | 9.7k | 85.73 |
| 2019-03-31 | $835k | 9.8k | 85.45 |
| 2018-12-31 | $762k | 9.9k | 77.02 |
| 2017-12-31 | $886k | 10k | 87.91 |
| 2017-09-30 | $849k | 10k | 84.24 |
| 2017-06-30 | $829k | 10k | 82.26 |
More positions owned by Institute For Wealth Management
View all positions for Institute For Wealth Management
Top funds holding WisdomTree Dividend ex-Fin Fund
View all funds holding WisdomTree Dividend ex-Fin Fund