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WisdomTree Dividend ex-Fin Fund shares owned by O'shaughnessy Asset Management

Quarter-by-quarter ownership of WisdomTree Dividend ex-Fin Fund (AIVL) shares owned by O'shaughnessy Asset Management from 13F filings

Historical chart of O'shaughnessy Asset 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 O'shaughnessy Asset 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 O'shaughnessy Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $842k 7.4k 114.28
2025-06-30 $258k 2.3k 113.06