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WisdomTree Dividend ex-Fin Fund shares owned by ORG Partners

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

Historical chart of ORG Partners 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 ORG Partners 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 ORG Partners

Quarter filed Position value Share count Share price at filing
2025-06-30 $63k 550 113.76
2025-03-31 $60k 550 109.80
2024-12-31 $59k 550 106.52

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Ft Rising Dividend Uit Exchange Traded (RDVY)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Invsc S P Internationl Uit Exchange Traded (IDMO)
Berkshire Hathaway Common Stock (BRK.B)
Schwab Us Dividend Uit Exchange Traded (SCHD)
Gilead Sciences Common Stock (GILD)
First Trst Dorsey Wright Uit Exchange Traded (FV)
Ft Vest Us Eqty Buffer Uit Exchange Traded (GMAR)
Alps Alerian Mlp Etf Uit Exchange Traded (AMLP)
Invesco Nasdaq 100 Etf Uit Exchange Traded (QQQM)
Amazon.com Common Stock (AMZN)

View all positions for ORG Partners

Top funds holding WisdomTree Dividend ex-Fin Fund

Jaffetilchin Investment Partners
Noble Family Wealth
Morgan Stanley
LPL Financial
Royal Bank of Canada
Advisor Group Holdings
Commonwealth Equity Services
Congress Wealth Management LLC / DE /
Salomon & Ludwin
Founders Grove Wealth Partners
Citadel Advisors
WealthBridge Capital Management
Westside Investment Management
Raymond James Financial
MAI Wealth Advisors

View all funds holding WisdomTree Dividend ex-Fin Fund