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WisdomTree Dividend ex-Fin Fund shares owned by Sequent Planning

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

Historical chart of Sequent Planning 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 Sequent Planning 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 Sequent Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $214k 1.9k 114.29
2025-06-30 $221k 2.0k 113.11

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Franklin Templeton Etf Tr Us Equity Index (USPX)
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Franklin Templeton Etf Tr Us Treasury Bond (FLGV)
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View all positions for Sequent Planning

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