WisdomTree Dividend ex-Fin Fund shares owned by LBA Wealth Management
Quarter-by-quarter ownership of WisdomTree Dividend ex-Fin Fund (AIVL) shares owned by LBA Wealth Management
from 13F filings
Historical chart of LBA Wealth Management 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 LBA Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in WisdomTree Dividend ex-Fin Fund by LBA Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2017-03-31 | $10k | 125 | 80.00 |
2016-12-31 | $10k | 125 | 80.00 |
2016-09-30 | $10k | 125 | 80.00 |
2016-06-30 | $25k | 324 | 77.16 |
2016-03-31 | $24k | 324 | 74.07 |
2015-12-31 | $23k | 324 | 70.99 |
2015-09-30 | $22k | 324 | 67.90 |
2015-06-30 | $24k | 324 | 74.07 |
2015-03-31 | $25k | 324 | 77.16 |
2014-12-31 | $25k | 324 | 77.16 |
2014-09-30 | $24k | 324 | 74.07 |
2014-06-30 | $9.0k | 125 | 72.00 |
2014-03-31 | $9.0k | 125 | 72.00 |
2013-12-31 | $9.0k | 125 | 72.00 |
Top funds holding WisdomTree Dividend ex-Fin Fund
View all funds holding WisdomTree Dividend ex-Fin Fund