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WisdomTree Dividend ex-Fin Fund shares owned by Lgl Partners

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

Historical chart of Lgl Partners 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 Lgl Partners 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 Lgl Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $529k 5.0k 106.51
2024-09-30 $551k 5.0k 111.30
2024-06-30 $493k 4.9k 99.80
2024-03-31 $501k 4.9k 101.80
2023-12-31 $471k 4.9k 95.90
2023-09-30 $435k 4.9k 88.96
2023-06-30 $455k 4.9k 93.55
2023-03-31 $253k 2.8k 91.64
2022-12-31 $252k 2.7k 91.82
2022-09-30 $223k 2.7k 81.71
2022-06-30 $241k 2.7k 88.90
2022-03-31 $267k 2.7k 98.96
2021-12-31 $272k 2.7k 101.08
2021-09-30 $250k 2.7k 93.81
2021-06-30 $258k 2.6k 97.40
2021-03-31 $250k 2.6k 94.38
2020-12-31 $221k 2.6k 83.59
2020-06-30 $224k 3.0k 73.81
2019-12-31 $276k 3.0k 92.68
2019-09-30 $258k 2.9k 87.49
2019-06-30 $251k 2.9k 85.87
2019-03-31 $247k 2.9k 85.32
2018-12-31 $222k 2.9k 77.11
2018-09-30 $257k 2.8k 90.37
2018-06-30 $245k 2.8k 87.00
2018-03-31 $236k 2.8k 84.50
2017-12-31 $245k 2.8k 88.35
2017-09-30 $232k 2.7k 84.39
2017-06-30 $224k 2.7k 82.20
2017-03-31 $223k 2.7k 82.47
2016-12-31 $215k 2.7k 80.16
2016-09-30 $208k 2.7k 78.25
2016-06-30 $202k 2.6k 76.72
2016-03-31 $743k 9.8k 75.44
2015-12-31 $688k 9.8k 70.33

More positions owned by Lgl Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Core Us Aggbd Et (AGG)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)
Ishares Tr Russell 3000 Etf (IWV)
Apple (AAPL)

View all positions for Lgl Partners

Top funds holding WisdomTree Dividend ex-Fin Fund

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Royal Bank of Canada
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Founders Grove Wealth Partners
Envestnet Asset Management
Raymond James Financial
Holt Capital Advisors, L.L.C. dba Holt Capital Partners
WealthBridge Capital Management
Mercer Global Advisors
MAI Wealth Advisors

View all funds holding WisdomTree Dividend ex-Fin Fund