WisdomTree Dividend ex-Fin Fund shares owned by JNBA Financial Advisors
Quarter-by-quarter ownership of WisdomTree Dividend ex-Fin Fund (AIVL) shares owned by JNBA Financial Advisors
from 13F filings
Historical chart of JNBA Financial Advisors 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 JNBA Financial Advisors 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 JNBA Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $34k | 295 | 114.28 |
| 2025-06-30 | $33k | 295 | 113.06 |
| 2025-03-31 | $32k | 295 | 109.80 |
| 2024-12-31 | $31k | 295 | 106.52 |
| 2024-09-30 | $33k | 295 | 111.30 |
| 2024-06-30 | $29k | 295 | 99.80 |
| 2024-03-31 | $30k | 295 | 101.78 |
| 2023-12-31 | $28k | 295 | 95.91 |
| 2023-09-30 | $26k | 295 | 88.96 |
| 2023-06-30 | $28k | 295 | 93.54 |
| 2023-03-31 | $27k | 295 | 91.66 |
| 2022-12-31 | $27k | 295 | 91.80 |
| 2022-09-30 | $24k | 295 | 81.36 |
| 2022-06-30 | $26k | 295 | 88.14 |
| 2022-03-31 | $29k | 295 | 98.31 |
| 2021-12-31 | $181k | 1.8k | 101.17 |
| 2021-09-30 | $187k | 2.0k | 93.73 |
| 2021-06-30 | $194k | 2.0k | 97.24 |
| 2021-03-31 | $189k | 2.0k | 94.26 |
| 2020-12-31 | $179k | 2.1k | 83.61 |
| 2020-09-30 | $161k | 2.1k | 75.20 |
| 2020-06-30 | $158k | 2.1k | 73.80 |
| 2020-03-31 | $207k | 3.2k | 64.59 |
| 2019-12-31 | $615k | 6.7k | 92.43 |
| 2019-09-30 | $582k | 6.7k | 87.47 |
| 2019-06-30 | $571k | 6.7k | 85.81 |
| 2019-03-31 | $569k | 6.7k | 85.51 |
| 2018-12-31 | $508k | 6.6k | 77.02 |
| 2018-06-30 | $730k | 8.4k | 86.83 |
| 2018-03-31 | $6.9M | 6.9k | 1000.00 |
| 2017-12-31 | $613k | 6.9k | 88.37 |
| 2017-09-30 | $532k | 6.3k | 84.27 |
| 2017-06-30 | $520k | 6.3k | 82.37 |
| 2017-03-31 | $445k | 5.4k | 82.48 |
| 2016-12-31 | $433k | 5.4k | 80.26 |
| 2016-06-30 | $325k | 4.2k | 77.01 |
| 2016-03-31 | $241k | 3.2k | 75.41 |
| 2015-12-31 | $31k | 435 | 71.26 |
| 2015-09-30 | $29k | 435 | 66.67 |
Top funds holding WisdomTree Dividend ex-Fin Fund
View all funds holding WisdomTree Dividend ex-Fin Fund