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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
2024-09-30 $17k 150 111.30

More positions owned by JDM Financial Group

Vanguard S&p 500 Etf Etf (VOO)
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Bondbloxx Bloomberg Six Month Target Duration Us Treasury Etf Etf (XHLF)
Ishares S&p 500 Index Etf (IVV)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Mid Cap Etf (VO)
Vanguard Small-cap Etf Etf (VB)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Vanguard Reit Index Etf Etf (VNQ)
Spdr S&p 500 Etf Trust Etf (SPY)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Vanguard Ftse Developed Markets Etf Etf (VEA)

View all positions for JDM Financial Group

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