Stratos Wealth Partners »

WisdomTree Dividend ex-Fin Fund shares owned by Stratos Wealth Partners

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

Historical chart of Stratos Wealth Partners 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 Stratos Wealth Partners 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 Stratos Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $235k 2.1k 111.30
2018-09-30 $182k 2.0k 90.64
2018-03-31 $106k 1.3k 84.39
2017-12-31 $76k 855 88.89
2014-12-31 $34k 447 76.70

More positions owned by Stratos Wealth Partners

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Msci Intl (IDEV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Stratos Wealth Partners

Top funds holding WisdomTree Dividend ex-Fin Fund

Morgan Stanley
Jaffetilchin Investment Partners
Noble Family Wealth
LPL Financial
Commonwealth Equity Services
Salomon & Ludwin
Congress Wealth Management LLC / DE /
Royal Bank of Canada
Envestnet Asset Management
Holt Capital Advisors, L.L.C. dba Holt Capital Partners
Susquehanna International
WealthBridge Capital Management
Mercer Global Advisors
MAI Wealth Advisors
RMB Capital Management

View all funds holding WisdomTree Dividend ex-Fin Fund