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WisdomTree Dividend ex-Fin Fund shares owned by Traverso Chambers Private Wealth Management

Quarter-by-quarter ownership of WisdomTree Dividend ex-Fin Fund (AIVL) shares owned by Traverso Chambers Private Wealth Management from 13F filings

Historical chart of Traverso Chambers Private Wealth Management 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 Traverso Chambers Private Wealth Management 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 Traverso Chambers Private Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.6M 16k 95.90
2023-09-30 $1.5M 17k 88.96
2023-06-30 $1.5M 17k 93.54
2023-03-31 $1.5M 17k 91.66
2022-12-31 $1.5M 17k 91.80
2022-09-30 $1.3M 17k 81.65
2022-06-30 $1.5M 17k 88.72
2022-03-31 $1.6M 17k 99.07
2021-12-31 $1.7M 17k 101.15
2021-09-30 $1.5M 17k 93.96
2021-06-30 $1.6M 17k 97.26
2021-03-31 $1.6M 17k 94.30
2020-12-31 $1.4M 17k 83.72
2020-09-30 $1.3M 17k 75.44
2020-06-30 $1.4M 19k 73.70
2020-03-31 $1.3M 20k 64.57
2019-12-31 $1.9M 20k 92.49
2019-09-30 $1.7M 20k 87.43
2019-06-30 $2.0M 23k 86.25
2019-03-31 $1.9M 23k 85.50
2018-12-31 $1.8M 23k 77.00