WisdomTree Dividend ex-Fin Fund shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of WisdomTree Dividend ex-Fin Fund (AIVL) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in WisdomTree Dividend ex-Fin Fund
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Quarterly reported holdings in WisdomTree Dividend ex-Fin Fund by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 16k | 114.28 |
| 2025-06-30 | $1.9M | 17k | 113.06 |
| 2025-03-31 | $1.8M | 17k | 109.80 |
| 2024-12-31 | $1.9M | 18k | 106.52 |
| 2024-09-30 | $2.0M | 18k | 111.30 |
| 2024-06-30 | $1.8M | 18k | 99.80 |
| 2024-03-31 | $1.8M | 18k | 101.78 |
| 2023-03-31 | $264k | 2.9k | 91.66 |
| 2022-12-31 | $348k | 3.8k | 91.80 |
| 2022-09-30 | $318k | 3.9k | 81.54 |
| 2022-06-30 | $298k | 3.4k | 88.82 |
| 2022-03-31 | $332k | 3.4k | 98.96 |
| 2021-12-31 | $339k | 3.4k | 101.04 |
| 2021-09-30 | $315k | 3.4k | 93.89 |
| 2021-06-30 | $452k | 4.6k | 97.29 |
| 2021-03-31 | $438k | 4.6k | 94.27 |
| 2020-12-31 | $389k | 4.6k | 83.73 |
| 2020-09-30 | $223k | 3.0k | 75.31 |
| 2020-06-30 | $218k | 3.0k | 73.62 |
| 2019-12-31 | $346k | 3.7k | 92.49 |
| 2019-09-30 | $327k | 3.7k | 87.41 |
| 2019-06-30 | $320k | 3.7k | 85.81 |
| 2019-03-31 | $209k | 2.5k | 85.31 |
| 2018-09-30 | $222k | 2.5k | 90.61 |
| 2018-06-30 | $213k | 2.5k | 86.94 |
| 2018-03-31 | $207k | 2.5k | 84.49 |
| 2017-12-31 | $217k | 2.5k | 88.57 |
| 2017-09-30 | $207k | 2.5k | 84.49 |
| 2017-06-30 | $210k | 2.6k | 82.29 |
| 2017-03-31 | $211k | 2.6k | 82.68 |
| 2016-12-31 | $205k | 2.6k | 80.33 |
| 2016-09-30 | $201k | 2.6k | 78.76 |
Top funds holding WisdomTree Dividend ex-Fin Fund
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