WisdomTree Dividend ex-Fin Fund shares owned by Pension & Wealth Management Advisors
Quarter-by-quarter ownership of WisdomTree Dividend ex-Fin Fund (AIVL) shares owned by Pension & Wealth Management Advisors
from 13F filings
Historical chart of Pension & Wealth Management Advisors investment in WisdomTree Dividend ex-Fin Fund
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Quarterly reported holdings in WisdomTree Dividend ex-Fin Fund by Pension & Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $131k | 1.0k | 131.13 |
| 2026-03-31 | $116k | 1.0k | 115.71 |
| 2025-12-31 | $115k | 1.0k | 114.98 |
| 2025-09-30 | $114k | 1.0k | 114.28 |
| 2025-06-30 | $113k | 1.0k | 113.06 |
| 2025-03-31 | $110k | 1.0k | 109.80 |
| 2024-12-31 | $107k | 1.0k | 106.52 |
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