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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
2024-03-31 $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 S&p 500 Etf S&p 500 Etf Shs (VOO)
Ishares S&p 500 Etf Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Unit (SPY)
Vanguard Total Bond Market Etf Total Bnd Mrkt (BND)
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Ishares Core Dividend Growth Etf Core Div Grwth (DGRO)
Ishares Core S&p Small-cap Etf Core S&p Scp Etf (IJR)
Invesco Qqq Trust Series I Unit Ser 1 (QQQ)
Ishares Msci Eafe Etf Msci Eafe Etf (EFA)
Ishares Msci Emerging Markets Etf Msci Emg Mkt Etf (EEM)
Ishares Russell 3000 Etf Russell 3000 Etf (IWV)
Ishares Core Us Aggregate Bond Etf Core Us Aggbd Et (AGG)
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Fs Kkr Capital Corp (FSK)

View all positions for Lgl Partners

Top funds holding WisdomTree Dividend ex-Fin Fund

Noble Family Wealth
Salomon & Ludwin
Commonwealth Equity Services
Royal Bank of Canada
Congress Wealth Management LLC / DE /
Holt Capital Advisors, L.L.C. dba Holt Capital Partners
Mercer Global Advisors
WealthBridge Capital Management
David J.Sculati
RMB Capital Management
Westside Investment Management
Prospera Financial Services
Traverso Chambers Private Wealth Management
Well Done
Apollon Wealth Management

View all funds holding WisdomTree Dividend ex-Fin Fund