WisdomTree Dividend ex-Fin Fund shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of WisdomTree Dividend ex-Fin Fund (AIVL) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in WisdomTree Dividend ex-Fin Fund
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Quarterly reported holdings in WisdomTree Dividend ex-Fin Fund by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $235k | 2.1k | 114.28 |
| 2025-06-30 | $233k | 2.1k | 113.07 |
| 2024-12-31 | $219k | 2.1k | 106.52 |
| 2024-09-30 | $229k | 2.1k | 111.30 |
| 2024-06-30 | $205k | 2.1k | 99.80 |
| 2024-03-31 | $209k | 2.1k | 101.78 |
| 2022-03-31 | $204k | 2.1k | 99.17 |
| 2021-12-31 | $208k | 2.1k | 101.36 |
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