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WisdomTree Dividend ex-Fin Fund shares owned by Quaker Wealth Management

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

Historical chart of Quaker Wealth 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 Quaker Wealth 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 Quaker Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $26k 226 114.28
2025-06-30 $26k 226 113.07
2025-03-31 $25k 226 109.80

More positions owned by Quaker Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Janus Detroit Str Tr Henderson Securi (JSI)
Vanguard World Inf Tech Etf (VGT)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Apple (AAPL)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Quaker Wealth Management

Top funds holding WisdomTree Dividend ex-Fin Fund

Jaffetilchin Investment Partners
Noble Family Wealth
Morgan Stanley
LPL Financial
Royal Bank of Canada
Advisor Group Holdings
Commonwealth Equity Services
Congress Wealth Management LLC / DE /
Salomon & Ludwin
Founders Grove Wealth Partners
Citadel Advisors
WealthBridge Capital Management
Westside Investment Management
Raymond James Financial
MAI Wealth Advisors

View all funds holding WisdomTree Dividend ex-Fin Fund