WisdomTree Dividend ex-Fin Fund shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of WisdomTree Dividend ex-Fin Fund (AIVL) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management investment in WisdomTree Dividend ex-Fin Fund
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Quarterly reported holdings in WisdomTree Dividend ex-Fin Fund by Tradition Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $351k | 3.5k | 99.80 |
| 2024-03-31 | $358k | 3.5k | 101.78 |
| 2023-12-31 | $337k | 3.5k | 95.82 |
| 2023-09-30 | $313k | 3.5k | 89.00 |
| 2023-06-30 | $329k | 3.5k | 93.55 |
| 2023-03-31 | $322k | 3.5k | 91.56 |
| 2022-12-31 | $323k | 3.5k | 91.84 |
| 2022-09-30 | $287k | 3.5k | 81.60 |
| 2022-06-30 | $312k | 3.5k | 88.71 |
| 2022-03-31 | $351k | 3.5k | 99.07 |
| 2021-12-31 | $358k | 3.5k | 101.04 |
| 2021-09-30 | $333k | 3.5k | 93.99 |
| 2021-06-30 | $345k | 3.5k | 97.38 |
| 2021-03-31 | $334k | 3.5k | 94.27 |
| 2020-12-31 | $297k | 3.5k | 83.83 |
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