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WisdomTree Dividend ex-Fin Fund shares owned by Pps&v Asset Management Consultants

Quarter-by-quarter ownership of WisdomTree Dividend ex-Fin Fund (AIVL) shares owned by Pps&v Asset Management Consultants from 13F filings

Historical chart of Pps&v Asset Management Consultants 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 Pps&v Asset Management Consultants 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 Pps&v Asset Management Consultants

Quarter filed Position value Share count Share price at filing
2024-03-31 $416k 4.1k 101.78
2023-12-31 $470k 4.9k 95.90
2023-09-30 $436k 4.9k 88.96
2023-06-30 $458k 4.9k 93.54
2023-03-31 $449k 4.9k 91.66
2022-12-31 $450k 4.9k 91.80

More positions owned by Pps&v Asset Management Consultants

iShares S&P 500 Index Core S&p 500 Etf (IVV)
Invesco QQQ Trust Unit Ser 1 (QQQ)
Schwab US Large Cap Growth Us Lcap Gr Etf (SCHG)
Vanguard High Dividend Yield High Div Yld (VYM)
iShares Core S&P Small-Cap Core S&p Scp Etf (IJR)
Schwab US Dividend Equity Us Dividend Eq (SCHD)
Schwab US Mid Cap Us Mid-cap Etf (SCHM)
Apple (AAPL)
Vanguard Total Stock Market Total Stk Mrk (VTI)
Vanguard Dividend Appreciation Div App Etf (VIG)
Stryker Corporation (SYK)
SPDR S&P Dividend S&p Divid Etf (SDY)
iShares Core S&P Mid-Cap Core S&p Mcp Etf (IJH)
iShares Russell Mid-Cap Rus Mid Cap Etf (IWR)
NVIDIA Corporation (NVDA)

View all positions for Pps&v Asset Management Consultants

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