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WisdomTree Dividend ex-Fin Fund shares owned by Well Done

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

Historical chart of Well Done investment in WisdomTree Dividend ex-Fin Fund

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All positions including WisdomTree Dividend ex-Fin Fund held by Well Done 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 Well Done

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 13k 114.27
2025-06-30 $1.5M 13k 113.05
2025-03-31 $1.5M 14k 106.52
2024-12-31 $1.6M 15k 111.29
2024-09-30 $1.6M 15k 111.29
2024-06-30 $1.4M 14k 99.79
2024-03-31 $1.6M 16k 101.78
2023-12-31 $1.8M 18k 95.90
2023-09-30 $1.6M 18k 88.96
2023-06-30 $1.8M 19k 93.54
2023-03-31 $1.8M 19k 91.66
2022-12-31 $1.8M 20k 91.81
2022-09-30 $1.6M 20k 81.65
2022-06-30 $1.7M 20k 88.72
2022-03-31 $1.9M 20k 99.04
2021-12-31 $2.1M 20k 101.12
2021-09-30 $1.9M 20k 93.98
2021-06-30 $2.1M 22k 97.26
2021-03-31 $2.1M 22k 94.28
2020-12-31 $1.9M 23k 83.73
2020-09-30 $1.8M 24k 75.40
2020-06-30 $2.4M 32k 73.74
2020-03-31 $2.5M 39k 64.59
2019-12-31 $4.1M 44k 92.50
2019-09-30 $3.9M 44k 87.43
2019-06-30 $3.4M 40k 85.77
2019-03-31 $3.4M 40k 85.48
2018-12-31 $3.1M 40k 76.98
2018-09-30 $3.8M 42k 90.43
2018-06-30 $3.8M 44k 86.88
2018-03-31 $5.4M 64k 84.54
2017-12-31 $5.7M 65k 88.40
2017-09-30 $5.8M 69k 84.32
2017-06-30 $5.3M 64k 82.31
2017-03-31 $4.9M 59k 82.54
2016-12-31 $4.9M 61k 80.32
2016-09-30 $4.6M 59k 78.57
2016-06-30 $4.6M 60k 77.11
2016-03-31 $4.4M 58k 75.43
2015-12-31 $4.4M 63k 70.28

More positions owned by Well Done

Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Div Grwth (DGRO)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr Msci Usa Mmentm (MTUM)
Gentex Corporation (GNTX)
Ishares Gold Tr Ishares New (IAU)
Abbvie (ABBV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Us Br Del Se Etf (IAI)
Ishares Tr Us Aer Def Etf (ITA)

View all positions for Well Done

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