Sequoia Financial Advisors »

WisdomTree Dividend ex-Fin Fund shares owned by Sequoia Financial Advisors

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

Historical chart of Sequoia Financial Advisors 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 Sequoia Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree Dividend ex-Fin Fund by Sequoia Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $316k 3.1k 101.78
2023-12-31 $297k 3.1k 95.90
2023-09-30 $276k 3.1k 88.96
2023-06-30 $290k 3.1k 93.54
2023-03-31 $284k 3.1k 91.66
2022-12-31 $285k 3.1k 91.80