WisdomTree Dividend ex-Fin Fund shares owned by WealthBridge Capital Management
Quarter-by-quarter ownership of WisdomTree Dividend ex-Fin Fund (AIVL) shares owned by WealthBridge Capital Management
from 13F filings
Historical chart of WealthBridge Capital Management investment in WisdomTree Dividend ex-Fin Fund
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Quarterly reported holdings in WisdomTree Dividend ex-Fin Fund by WealthBridge Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 21k | 114.28 |
| 2025-06-30 | $2.4M | 22k | 113.06 |
| 2025-03-31 | $2.4M | 22k | 109.80 |
| 2024-12-31 | $2.3M | 22k | 106.52 |
| 2024-09-30 | $2.4M | 22k | 111.30 |
| 2024-06-30 | $2.1M | 22k | 99.80 |
| 2024-03-31 | $2.2M | 22k | 101.78 |
| 2023-12-31 | $2.0M | 21k | 95.90 |
| 2023-09-30 | $1.9M | 21k | 88.96 |
| 2023-06-30 | $2.1M | 22k | 93.54 |
| 2023-03-31 | $2.0M | 22k | 91.66 |
| 2022-12-31 | $2.0M | 22k | 91.81 |
| 2022-09-30 | $1.9M | 22k | 88.75 |
| 2022-06-30 | $1.9M | 22k | 88.75 |
| 2022-03-31 | $2.1M | 21k | 99.06 |
| 2021-12-31 | $2.1M | 21k | 101.14 |
| 2021-09-30 | $2.1M | 22k | 93.97 |
| 2021-06-30 | $2.2M | 23k | 97.25 |
| 2021-03-31 | $2.2M | 23k | 94.29 |
| 2020-12-31 | $2.0M | 24k | 83.73 |
| 2020-09-30 | $1.8M | 24k | 75.44 |
| 2020-06-30 | $1.4M | 22k | 64.59 |
| 2020-03-31 | $1.4M | 22k | 64.59 |
| 2019-12-31 | $735k | 7.9k | 92.48 |
| 2019-09-30 | $694k | 7.9k | 87.43 |
| 2019-06-30 | $612k | 7.9k | 77.02 |
| 2019-03-31 | $672k | 7.9k | 84.73 |
| 2018-12-31 | $612k | 7.9k | 77.02 |
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