WisdomTree Dividend ex-Fin Fund shares owned by Lowe fs
Quarter-by-quarter ownership of WisdomTree Dividend ex-Fin Fund (AIVL) shares owned by Lowe fs
from 13F filings
Historical chart of Lowe fs investment in WisdomTree Dividend ex-Fin Fund
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All positions including WisdomTree Dividend ex-Fin Fund held by Lowe fs consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in WisdomTree Dividend ex-Fin Fund by Lowe fs
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $68k | 591 | 114.28 |
| 2025-06-30 | $67k | 591 | 113.06 |
| 2025-03-31 | $70k | 641 | 109.80 |
| 2024-12-31 | $68k | 641 | 106.52 |
| 2024-09-30 | $96k | 863 | 111.30 |
| 2024-06-30 | $86k | 863 | 99.80 |
| 2024-03-31 | $110k | 1.1k | 101.78 |
| 2023-12-31 | $114k | 1.2k | 95.90 |
| 2023-09-30 | $105k | 1.2k | 88.96 |
| 2023-06-30 | $114k | 1.2k | 93.50 |
| 2023-03-31 | $112k | 1.2k | 91.62 |
| 2022-12-31 | $137k | 1.5k | 91.77 |
| 2022-09-30 | $122k | 1.5k | 81.77 |
| 2022-06-30 | $132k | 1.5k | 88.47 |
| 2022-03-31 | $148k | 1.5k | 99.20 |
| 2021-12-31 | $151k | 1.5k | 101.21 |
| 2021-09-30 | $140k | 1.5k | 93.83 |
| 2021-06-30 | $151k | 1.6k | 97.42 |
| 2021-03-31 | $146k | 1.6k | 94.19 |
| 2020-12-31 | $152k | 1.8k | 83.61 |
| 2020-09-30 | $137k | 1.8k | 75.36 |
| 2020-06-30 | $158k | 2.1k | 73.83 |
| 2020-03-31 | $2.9M | 45k | 64.59 |
| 2019-12-31 | $5.8M | 63k | 92.49 |
| 2019-09-30 | $5.5M | 63k | 87.43 |
| 2019-06-30 | $5.8M | 68k | 85.78 |
| 2019-03-31 | $5.8M | 68k | 85.49 |
| 2018-12-31 | $5.3M | 69k | 76.98 |
| 2018-09-30 | $6.3M | 70k | 90.43 |
| 2018-06-30 | $6.1M | 70k | 86.90 |
| 2018-03-31 | $5.9M | 70k | 84.54 |
| 2017-12-31 | $6.3M | 71k | 88.40 |
| 2017-09-30 | $6.0M | 71k | 84.33 |
| 2017-06-30 | $5.9M | 72k | 82.31 |
| 2017-03-31 | $6.0M | 73k | 82.55 |
| 2016-12-31 | $5.9M | 74k | 80.31 |
| 2016-09-30 | $5.8M | 74k | 78.57 |
| 2016-06-30 | $5.8M | 75k | 77.12 |
| 2016-03-31 | $5.7M | 75k | 75.43 |
| 2015-12-31 | $5.3M | 75k | 70.29 |
| 2015-09-30 | $5.7M | 85k | 67.22 |
| 2015-06-30 | $6.3M | 86k | 73.56 |
| 2015-03-31 | $6.5M | 86k | 75.90 |
| 2014-12-31 | $6.6M | 86k | 76.70 |
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