WisdomTree Dividend ex-Fin Fund shares owned by Spire Wealth Management
Quarter-by-quarter ownership of WisdomTree Dividend ex-Fin Fund (AIVL) shares owned by Spire Wealth Management
from 13F filings
Historical chart of Spire Wealth Management investment in WisdomTree Dividend ex-Fin Fund
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Quarterly reported holdings in WisdomTree Dividend ex-Fin Fund by Spire Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $445k | 4.2k | 106.53 |
| 2024-09-30 | $554k | 5.0k | 111.31 |
| 2024-06-30 | $264k | 2.6k | 99.80 |
| 2024-03-31 | $425k | 4.2k | 101.78 |
| 2023-12-31 | $394k | 4.2k | 94.31 |
| 2023-09-30 | $372k | 4.2k | 88.95 |
| 2023-06-30 | $391k | 4.2k | 93.53 |
| 2023-03-31 | $450k | 4.9k | 91.66 |
| 2022-12-31 | $264k | 2.9k | 91.95 |
| 2022-09-30 | $234k | 2.9k | 81.53 |
| 2022-06-30 | $531k | 6.0k | 88.68 |
| 2022-03-31 | $767k | 7.7k | 99.07 |
| 2021-12-31 | $783k | 7.7k | 101.15 |
| 2021-09-30 | $727k | 7.7k | 93.95 |
| 2021-06-30 | $752k | 7.7k | 97.20 |
| 2021-03-31 | $738k | 7.8k | 94.31 |
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