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WisdomTree Dividend ex-Fin Fund shares owned by VestGen Advisors

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

Historical chart of VestGen Advisors 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 VestGen Advisors 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 VestGen Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $408k 3.6k 114.28
2025-06-30 $403k 3.6k 113.06

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Gaming & Leisure Pptys (GLPI)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Palantir Technologies Cl A (PLTR)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for VestGen Advisors

Top funds holding WisdomTree Dividend ex-Fin Fund

Jaffetilchin Investment Partners
Noble Family Wealth
Morgan Stanley
LPL Financial
Royal Bank of Canada
Advisor Group Holdings
Commonwealth Equity Services
Congress Wealth Management LLC / DE /
Salomon & Ludwin
Founders Grove Wealth Partners
Citadel Advisors
WealthBridge Capital Management
Westside Investment Management
Raymond James Financial
MAI Wealth Advisors

View all funds holding WisdomTree Dividend ex-Fin Fund