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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

Tip: Access up to 7 years of quarterly data

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
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)
Voxx Intl Corp Cl A (VOXX)
Ishares Tr Msci Usa Min Vol (USMV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Msci Usa Mmentm (MTUM)
Gentex Corporation (GNTX)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Abbvie (ABBV)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Msci Eafe Min Vl (EFAV)

View all positions for Well Done

Top funds holding WisdomTree Dividend ex-Fin Fund

Morgan Stanley
Jaffetilchin Investment Partners
Noble Family Wealth
LPL Financial
Commonwealth Equity Services
Congress Wealth Management LLC / DE /
Royal Bank of Canada
Salomon & Ludwin
Founders Grove Wealth Partners
Envestnet Asset Management
Raymond James Financial
Holt Capital Advisors, L.L.C. dba Holt Capital Partners
WealthBridge Capital Management
Mercer Global Advisors
MAI Wealth Advisors

View all funds holding WisdomTree Dividend ex-Fin Fund