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WisdomTree Dividend ex-Fin Fund shares owned by Ohe Financial

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

Historical chart of Ohe 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 Ohe 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 Ohe Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $440k 4.0k 111.30
2024-06-30 $395k 4.0k 99.81
2024-03-31 $665k 6.5k 101.77
2023-09-30 $1.6M 18k 88.96
2023-06-30 $1.9M 20k 93.54
2023-03-31 $1.9M 21k 91.66
2022-12-31 $2.0M 22k 91.81
2022-09-30 $1.8M 22k 81.65
2022-06-30 $1.9M 22k 88.73
2022-03-31 $2.2M 22k 99.08
2021-12-31 $2.2M 22k 101.12
2021-09-30 $2.1M 22k 93.96
2021-06-30 $2.2M 22k 97.23
2021-03-31 $2.1M 23k 94.29
2020-12-31 $1.9M 23k 83.74
2020-09-30 $1.7M 23k 75.43
2020-06-30 $1.7M 23k 73.76
2020-03-31 $987k 8.3k 118.53
2019-12-31 $2.1M 23k 92.53
2019-09-30 $2.0M 23k 87.47
2019-06-30 $2.0M 23k 85.78
2019-03-31 $2.0M 23k 85.49
2018-12-31 $1.8M 23k 77.00
2018-09-30 $1.9M 21k 90.46
2018-06-30 $2.0M 23k 86.90
2018-03-31 $2.0M 24k 84.56
2017-12-31 $2.2M 25k 88.41
2017-09-30 $2.3M 27k 84.36
2017-06-30 $2.3M 28k 82.33
2017-03-31 $2.6M 32k 82.58
2016-12-31 $2.6M 32k 80.33
2016-09-30 $2.7M 35k 78.59
2016-06-30 $2.7M 35k 77.15
2016-03-31 $2.6M 35k 75.45
2015-12-31 $2.6M 36k 70.32
2015-09-30 $2.5M 37k 67.21
2015-06-30 $2.8M 38k 73.57
2015-03-31 $2.9M 38k 75.90
2014-12-31 $3.0M 39k 76.72
2014-09-30 $2.8M 39k 73.41
2014-06-30 $3.0M 41k 73.92
2014-03-31 $2.8M 40k 70.25
2013-12-31 $2.6M 37k 68.79

More positions owned by Ohe Financial

Vanguard Growth Index Fund Etf (VUG)
Vaneck Vectors Morningstar Wide Moat Etf Etf (MOAT)
Ishares S&p 500 Value Etf Etf (IVE)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares S&p 500 Growth Etf Etf (IVW)
Vanguard Total Bond Market Index Fund Etf (BND)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Schwab Fundamental U.s. Large Company Index Etf Etf (FNDX)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
Berkshire Hathaway Inc Class B Stock (BRK.B)
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)
Vanguard Dividend Appreciation Index Fund Etf (VIG)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)

View all positions for Ohe Financial

Top funds holding WisdomTree Dividend ex-Fin Fund

Morgan Stanley
Jaffetilchin Investment Partners
Noble Family Wealth
LPL Financial
Commonwealth Equity Services
Salomon & Ludwin
Congress Wealth Management LLC / DE /
Royal Bank of Canada
Envestnet Asset Management
Holt Capital Advisors, L.L.C. dba Holt Capital Partners
Susquehanna International
WealthBridge Capital Management
Mercer Global Advisors
MAI Wealth Advisors
RMB Capital Management

View all funds holding WisdomTree Dividend ex-Fin Fund