WisdomTree Dividend ex-Fin Fund shares owned by Warren Averett Asset Management
Quarter-by-quarter ownership of WisdomTree Dividend ex-Fin Fund (AIVL) shares owned by Warren Averett Asset Management
from 13F filings
Historical chart of Warren Averett Asset Management investment in WisdomTree Dividend ex-Fin Fund
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Quarterly reported holdings in WisdomTree Dividend ex-Fin Fund by Warren Averett Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $477k | 4.2k | 114.29 |
| 2025-06-30 | $478k | 4.2k | 113.06 |
| 2025-03-31 | $473k | 4.3k | 109.79 |
| 2024-12-31 | $460k | 4.3k | 106.52 |
| 2024-09-30 | $569k | 5.1k | 111.31 |
| 2024-06-30 | $510k | 5.1k | 99.81 |
| 2024-03-31 | $573k | 5.6k | 101.77 |
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