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WisdomTree Dividend ex-Fin Fund shares owned by MLP3

Quarter-by-quarter ownership of WisdomTree Dividend ex-Fin Fund (AIVL) shares owned by MLP3 from 13F filings

Historical chart of MLP3 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 MLP3 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 MLP3

Quarter filed Position value Share count Share price at filing
2026-03-31 $435k 3.8k 115.71

More positions owned by MLP3

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust State Street Spd (SPYM)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Capital One Financial (COF)
Ishares Tr Core S&p Us Gwt (IUSG)
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)
Ishares Tr Core S&p Mcp Etf (IJH)
Proshares Tr S&p 500 Dv Arist (NOBL)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Select Divid Etf (DVY)

View all positions for MLP3

Top funds holding WisdomTree Dividend ex-Fin Fund

Jaffetilchin Investment Partners
Noble Family Wealth
LPL Financial
Advisor Group Holdings
Commonwealth Equity Services
Salomon & Ludwin
Founders Grove Wealth Partners
WealthBridge Capital Management
Raymond James Financial
MAI Wealth Advisors
Apollon Wealth Management
Biondo Investment Advisors
Holt Capital Advisors, L.L.C. dba Holt Capital Partners
Well Done
Captrust Financial Advisors

View all funds holding WisdomTree Dividend ex-Fin Fund