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WisdomTree Dividend ex-Fin Fund shares owned by Nadler Financial

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

Historical chart of Nadler Financial 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 Nadler Financial 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 Nadler Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $583k 5.7k 101.78
2023-12-31 $550k 5.7k 95.90
2023-09-30 $510k 5.7k 88.96
2023-06-30 $536k 5.7k 93.54
2023-03-31 $774k 8.4k 91.66
2022-12-31 $1.0M 11k 91.80
2022-09-30 $1.0M 12k 81.61
2022-06-30 $1.4M 16k 88.72
2022-03-31 $1.7M 17k 99.08
2021-12-31 $1.8M 18k 101.12
2021-09-30 $1.7M 18k 93.99
2021-06-30 $1.9M 19k 97.27
2021-03-31 $1.9M 20k 94.30
2020-12-31 $1.9M 22k 83.72
2020-09-30 $1.8M 24k 75.44
2020-06-30 $1.8M 24k 73.72
2020-03-31 $1.6M 25k 64.57
2019-12-31 $2.4M 26k 92.52
2019-09-30 $2.2M 26k 87.44
2019-06-30 $2.2M 26k 85.76
2019-03-31 $2.2M 26k 85.49
2018-12-31 $2.7M 36k 76.99
2018-09-30 $3.4M 37k 90.42
2018-06-30 $3.5M 40k 86.90
2018-03-31 $3.4M 40k 84.53
2017-12-31 $3.6M 41k 88.39
2017-09-30 $3.5M 42k 84.33
2017-06-30 $3.7M 45k 82.30
2017-03-31 $3.8M 46k 82.55
2016-12-31 $3.8M 48k 80.33
2016-09-30 $3.9M 49k 78.58
2016-06-30 $3.9M 51k 77.13
2016-03-31 $3.9M 51k 75.44
2015-12-31 $4.3M 61k 70.30
2015-09-30 $4.5M 67k 67.21
2015-06-30 $13M 172k 73.56
2015-03-31 $16M 204k 75.90
2014-12-31 $15M 201k 76.70
2014-09-30 $15M 198k 73.40
2014-06-30 $13M 180k 73.90
2014-03-31 $13M 184k 70.25
2013-12-31 $13M 190k 68.77
2013-09-30 $12M 187k 63.63
2013-06-30 $11M 184k 62.27

More positions owned by Nadler Financial

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Us Vlu (IUSV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Nadler Financial

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