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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

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Quarterly reported holdings in WisdomTree Dividend ex-Fin Fund by Lowe fs

Quarter filed Position value Share count Share price at filing
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

More positions owned by Lowe fs

Spdr S&p 500 Etf Etf (SPY)
Invesco QQQ Trust Unit Ser 1 (QQQ)
iShares Tr MSCI USA MinVolatility Etf (USMV)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
JPMorgan Ultra-Short Income ETF Etf (JPST)
SPDR Portfolio Short Term Treasury ETF Etf (SPTS)
Horizon Kinetics Inflation Bnfcrs ETF Horizon Kinetics (INFL)
PIMCO Enhanced Short Maturity ETF Etf (MINT)
iShares Gold Trust Etf (IAU)
JPMorgan Equity Premium Income ETF Etf (JEPI)
iShares DJ US Total Market Index Etf (IYY)
Vanguard High Dividend Yield ETF Etf (VYM)
ProShares S&P 500 Dividend Aristocrats S&p 500 Dv Arist (NOBL)
SPDR S&P MidCap 400 Etf (MDY)
Energy Select Sector SPDR (XLE)

View all positions for Lowe fs

Top funds holding WisdomTree Dividend ex-Fin Fund

Morgan Stanley
Jaffetilchin Investment Partners
Noble Family Wealth
LPL Financial
Commonwealth Equity Services
Salomon & Ludwin
Congress Wealth Management LLC / DE /
Royal Bank of Canada
Envestnet Asset Management
Holt Capital Advisors, L.L.C. dba Holt Capital Partners
Susquehanna International
WealthBridge Capital Management
Mercer Global Advisors
MAI Wealth Advisors
RMB Capital Management

View all funds holding WisdomTree Dividend ex-Fin Fund