Kelman-Lazarov »

WisdomTree Dividend ex-Fin Fund shares owned by Kelman-Lazarov

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

Historical chart of Kelman-Lazarov investment in WisdomTree Dividend ex-Fin Fund

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All positions including WisdomTree Dividend ex-Fin Fund held by Kelman-Lazarov 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 Kelman-Lazarov

Quarter filed Position value Share count Share price at filing
2024-09-30 $720k 6.5k 111.30
2024-06-30 $650k 6.5k 99.80
2024-03-31 $716k 7.0k 101.78
2023-12-31 $674k 7.0k 95.90
2023-09-30 $626k 7.0k 88.96
2023-06-30 $658k 7.0k 93.54
2023-03-31 $736k 8.0k 91.66
2022-12-31 $756k 8.2k 91.80
2022-09-30 $672k 8.2k 81.65
2022-06-30 $733k 8.3k 88.69
2022-03-31 $835k 8.4k 99.03
2021-12-31 $858k 8.5k 101.16
2021-09-30 $797k 8.5k 93.96
2021-06-30 $825k 8.5k 97.26
2021-03-31 $881k 9.3k 94.26
2020-12-31 $801k 9.6k 83.75
2020-09-30 $721k 9.6k 75.39
2020-06-30 $708k 9.6k 73.70
2020-03-31 $648k 10k 64.63
2019-12-31 $936k 10k 92.45
2019-09-30 $892k 10k 87.45
2019-06-30 $875k 10k 85.78
2019-03-31 $874k 10k 85.48
2018-12-31 $787k 10k 76.97
2018-09-30 $984k 11k 90.42
2018-06-30 $1.0M 12k 86.89
2018-03-31 $982k 12k 84.56
2017-12-31 $1.0M 12k 88.36
2017-09-30 $991k 12k 84.33
2017-06-30 $967k 12k 82.29
2017-03-31 $975k 12k 82.54
2016-12-31 $949k 12k 80.32
2016-09-30 $931k 12k 77.34
2016-06-30 $923k 12k 77.28
2016-03-31 $917k 12k 75.55

More positions owned by Kelman-Lazarov

Schwab Strategic Tr Fundamental Us L (FNDX)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr Core S&p Scp Etf (IJR)
Pimco Etf Tr Active Bd Etf (BOND)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Fundamental Emer (FNDE)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Fundamental Intl (FNDC)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Mbs Etf (MBB)

View all positions for Kelman-Lazarov

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