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WisdomTree Dividend ex-Fin Fund shares owned by Nauset Wealth Management

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

Historical chart of Nauset Wealth Management 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 Nauset Wealth Management 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 Nauset Wealth Management

Quarter filed Position value Share count Share price at filing
2022-03-31 $17k 174 97.70

More positions owned by Nauset Wealth Management

Amazon (AMZN)
Select Sector Spdr Tr Sbi Int-inds (XLI)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Core S&p500 Etf (IVV)
Abrdn Etfs Bbrg All Commdy (BCD)
Apple (AAPL)
Blackstone Group Inc Com Cl A (BX)
Ishares Gold Tr Ishares New (IAU)
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Ishares Tr S&p Mc 400vl Etf (IJJ)
American Tower Reit (AMT)
Spdr Ser Tr S&p Bk Etf (KBE)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Nauset Wealth Management

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
Susquehanna International
David J.Sculati
RMB Capital Management
Westside Investment Management
Prospera Financial Services
Traverso Chambers Private Wealth Management
Well Done

View all funds holding WisdomTree Dividend ex-Fin Fund