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WisdomTree Dividend ex-Fin Fund shares owned by Virginia Estate & Retirement Planning Advisors

Quarter-by-quarter ownership of WisdomTree Dividend ex-Fin Fund (AIVL) shares owned by Virginia Estate & Retirement Planning Advisors from 13F filings

Historical chart of Virginia Estate & Retirement Planning 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 Virginia Estate & Retirement Planning 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 Virginia Estate & Retirement Planning Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $6.6k 162 40.68

More positions owned by Virginia Estate & Retirement Planning Advisors

Ishares Tr 0-3 Mth Treasury (SGOV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Tips Etf (SCHP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)
Sprott Asset Management Physical Silver (PSLV)
Etf Ser Solutions Aam S&p 500 (SPDV)
Apple (AAPL)
Global X Fds Global X Uranium (URA)
Vaneck Etf Trust Gold Miners Etf (GDX)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Spdr Series Trust Sp Kensho Final (ROKT)

View all positions for Virginia Estate & Retirement Planning Advisors

Top funds holding WisdomTree Dividend ex-Fin Fund

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

View all funds holding WisdomTree Dividend ex-Fin Fund