WisdomTree Dividend ex-Fin Fund shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of WisdomTree Dividend ex-Fin Fund (AIVL) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory 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 Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in WisdomTree Dividend ex-Fin Fund by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $37k | 324 | 114.27 |
| 2025-06-30 | $37k | 324 | 113.06 |
| 2025-03-31 | $36k | 324 | 109.80 |
| 2024-12-31 | $49k | 456 | 106.52 |
| 2024-09-30 | $51k | 456 | 111.30 |
| 2024-06-30 | $22k | 222 | 99.80 |
| 2024-03-31 | $24k | 231 | 101.78 |
| 2023-12-31 | $22k | 231 | 95.90 |
| 2023-09-30 | $21k | 231 | 88.96 |
| 2023-06-30 | $18k | 191 | 93.54 |
| 2023-03-31 | $31k | 341 | 91.66 |
| 2022-12-31 | $28k | 300 | 91.80 |
| 2022-09-30 | $24k | 300 | 80.00 |
| 2022-06-30 | $13k | 150 | 86.67 |
| 2022-03-31 | $890k | 9.0k | 99.09 |
| 2021-12-31 | $2.8M | 28k | 101.12 |
| 2021-09-30 | $4.6M | 49k | 93.97 |
| 2021-03-31 | $4.6M | 49k | 94.30 |
| 2020-09-30 | $3.5M | 46k | 75.42 |
| 2020-06-30 | $3.4M | 46k | 73.72 |
| 2020-03-31 | $2.5M | 39k | 64.58 |
| 2019-12-31 | $820k | 8.9k | 92.49 |
| 2017-09-30 | $14k | 170 | 82.35 |
| 2017-06-30 | $13k | 169 | 76.92 |
More positions owned by Steward Partners Investment Advisory
View all positions for Steward Partners Investment Advisory
Top funds holding WisdomTree Dividend ex-Fin Fund
View all funds holding WisdomTree Dividend ex-Fin Fund