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WisdomTree Dividend ex-Fin Fund shares owned by Jacobus Wealth Management

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

Historical chart of Jacobus 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 Jacobus 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 Jacobus Wealth Management

Quarter filed Position value Share count Share price at filing
2013-03-31 $8.0M 130k 61.98
2012-12-31 $7.3M 132k 55.58
2012-09-30 $7.8M 139k 56.36
2012-06-30 $7.2M 134k 53.82
2012-03-31 $7.4M 136k 54.82
2011-12-31 $7.0M 135k 52.00
2011-09-30 $5.0M 106k 46.91
2011-06-30 $2.5M 48k 51.42
2011-03-31 $2.2M 44k 50.14