WisdomTree Dividend ex-Fin Fund shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of WisdomTree Dividend ex-Fin Fund (AIVL) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in WisdomTree Dividend ex-Fin Fund
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Quarterly reported holdings in WisdomTree Dividend ex-Fin Fund by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.4M | 13k | 106.52 |
| 2024-09-30 | $1.5M | 14k | 111.30 |
| 2024-06-30 | $1.4M | 14k | 99.80 |
| 2024-03-31 | $1.4M | 14k | 101.78 |
| 2023-12-31 | $1.3M | 14k | 95.90 |
| 2023-09-30 | $1.2M | 14k | 88.97 |
| 2023-06-30 | $1.3M | 14k | 93.54 |
| 2023-03-31 | $1.3M | 14k | 91.66 |
| 2022-12-31 | $1.3M | 14k | 91.80 |
| 2022-09-30 | $1.1M | 14k | 81.61 |
| 2022-06-30 | $1.2M | 14k | 88.76 |
| 2022-03-31 | $1.3M | 14k | 99.07 |
| 2021-12-31 | $1.4M | 14k | 101.14 |
| 2021-09-30 | $1.3M | 14k | 93.99 |
| 2021-06-30 | $1.3M | 13k | 97.27 |
| 2021-03-31 | $1.2M | 13k | 94.31 |
| 2020-12-31 | $239k | 2.9k | 83.68 |
| 2020-09-30 | $210k | 2.8k | 75.08 |
| 2020-06-30 | $207k | 2.8k | 73.93 |
| 2019-09-30 | $24k | 276 | 86.96 |
| 2019-06-30 | $12k | 144 | 83.33 |
| 2019-03-31 | $12k | 144 | 83.33 |
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