WisdomTree Dividend ex-Fin Fund shares owned by Perfromance Wealth Partners
Quarter-by-quarter ownership of WisdomTree Dividend ex-Fin Fund (AIVL) shares owned by Perfromance Wealth Partners
from 13F filings
Historical chart of Perfromance Wealth Partners investment in WisdomTree Dividend ex-Fin Fund
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Quarterly reported holdings in WisdomTree Dividend ex-Fin Fund by Perfromance Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $433k | 3.8k | 114.28 |
| 2025-06-30 | $434k | 3.8k | 113.06 |
| 2025-03-31 | $428k | 3.9k | 109.80 |
| 2024-12-31 | $419k | 3.9k | 106.52 |
| 2024-09-30 | $451k | 4.1k | 111.30 |
| 2024-06-30 | $339k | 3.4k | 99.80 |
| 2024-03-31 | $346k | 3.4k | 101.78 |
| 2023-12-31 | $326k | 3.4k | 95.90 |
| 2023-09-30 | $303k | 3.4k | 88.96 |
| 2023-06-30 | $317k | 3.4k | 93.08 |
| 2023-03-31 | $312k | 3.4k | 91.66 |
| 2022-12-31 | $312k | 3.4k | 91.80 |
| 2022-09-30 | $278k | 3.4k | 81.76 |
| 2022-06-30 | $302k | 3.4k | 88.82 |
| 2022-03-31 | $337k | 3.4k | 99.12 |
| 2021-12-31 | $344k | 3.4k | 101.18 |
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