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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Quarterly reported holdings in WisdomTree Dividend ex-Fin Fund by Kelman-Lazarov
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $735k | 6.4k | 114.28 |
| 2025-06-30 | $727k | 6.4k | 113.06 |
| 2025-03-31 | $712k | 6.5k | 109.80 |
| 2024-12-31 | $689k | 6.5k | 106.52 |
| 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 |
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