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WisdomTree Dividend ex-Fin Fund shares owned by Stifel Financial

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

Historical chart of Stifel Financial 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 Stifel Financial 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 Stifel Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $227k 2.4k 95.95
2023-06-30 $206k 2.2k 93.58
2020-06-30 $253k 3.4k 73.57
2015-12-31 $438k 6.2k 70.51
2015-09-30 $492k 7.3k 67.22
2015-06-30 $618k 8.4k 73.61
2015-03-31 $633k 8.3k 75.94
2014-12-31 $3.8M 50k 76.71
2014-09-30 $3.6M 49k 73.39
2014-06-30 $3.5M 47k 73.90
2014-03-31 $586k 8.3k 70.24

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Top funds holding WisdomTree Dividend ex-Fin Fund

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Congress Wealth Management LLC / DE /
Holt Capital Advisors, L.L.C. dba Holt Capital Partners
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View all funds holding WisdomTree Dividend ex-Fin Fund