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WisdomTree Dividend ex-Fin Fund shares owned by JDM Financial Group

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

Historical chart of JDM Financial Group 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 JDM Financial Group 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 JDM Financial Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $16k 150 106.52
2024-09-30 $17k 150 111.30

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Top funds holding WisdomTree Dividend ex-Fin Fund

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Royal Bank of Canada
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Congress Wealth Management LLC / DE /
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Founders Grove Wealth Partners
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Westside Investment Management
Raymond James Financial
MAI Wealth Advisors

View all funds holding WisdomTree Dividend ex-Fin Fund