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WisdomTree Dividend ex-Fin Fund shares owned by Placemark Investments

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

Historical chart of Placemark Investments 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 Placemark Investments 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 Placemark Investments

Quarter filed Position value Share count Share price at filing
2013-03-31 $1.2M 19k 61.99
2012-12-31 $644k 12k 55.60

More positions owned by Placemark Investments

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Johnson & Johnson (JNJ)
JPMorgan Chase & Co. (JPM)
Express Scripts Holding
Ishares Tr Russell 2000 (IWM)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Ishares Tr Dj Us Tech Sec (IYW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Dj Us Finl Sec (IYF)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Qualcomm (QCOM)
Ishares Tr Dj Us Utils (IDU)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Placemark Investments

Top funds holding WisdomTree Dividend ex-Fin Fund

Noble Family Wealth
Salomon & Ludwin
Commonwealth Equity Services
Royal Bank of Canada
Congress Wealth Management LLC / DE /
Holt Capital Advisors, L.L.C. dba Holt Capital Partners
Mercer Global Advisors
WealthBridge Capital Management
David J.Sculati
RMB Capital Management
Westside Investment Management
Prospera Financial Services
Traverso Chambers Private Wealth Management
Well Done
Apollon Wealth Management

View all funds holding WisdomTree Dividend ex-Fin Fund