WisdomTree Dividend ex-Fin Fund shares owned by Westside Investment Management
Quarter-by-quarter ownership of WisdomTree Dividend ex-Fin Fund (AIVL) shares owned by Westside Investment Management
from 13F filings
Historical chart of Westside Investment Management investment in WisdomTree Dividend ex-Fin Fund
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Quarterly reported holdings in WisdomTree Dividend ex-Fin Fund by Westside Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 21k | 114.28 |
| 2025-06-30 | $2.3M | 21k | 113.07 |
| 2025-03-31 | $2.1M | 19k | 109.80 |
| 2024-12-31 | $1.6M | 15k | 106.52 |
| 2024-09-30 | $1.8M | 16k | 111.30 |
| 2024-06-30 | $1.6M | 16k | 99.81 |
| 2024-03-31 | $1.8M | 17k | 101.78 |
| 2023-12-31 | $1.7M | 18k | 95.91 |
| 2023-09-30 | $1.6M | 18k | 88.96 |
| 2023-06-30 | $1.7M | 18k | 93.55 |
| 2023-03-31 | $1.7M | 19k | 91.66 |
| 2022-12-31 | $1.8M | 20k | 91.77 |
| 2022-09-30 | $1.6M | 20k | 81.61 |
| 2022-06-30 | $1.6M | 18k | 88.72 |
| 2022-03-31 | $1.8M | 19k | 99.04 |
| 2021-12-31 | $2.0M | 19k | 101.10 |
| 2021-09-30 | $1.7M | 19k | 93.95 |
| 2021-06-30 | $1.8M | 19k | 97.23 |
| 2021-03-31 | $1.8M | 19k | 94.26 |
| 2020-12-31 | $1.7M | 21k | 83.69 |
| 2020-09-30 | $1.5M | 20k | 75.37 |
| 2020-06-30 | $1.4M | 20k | 73.69 |
| 2020-03-31 | $910k | 14k | 64.58 |
| 2019-06-30 | $685k | 8.0k | 85.70 |
| 2018-12-31 | $283k | 3.7k | 77.00 |
| 2018-09-30 | $280k | 3.1k | 90.89 |
| 2018-06-30 | $248k | 2.9k | 86.36 |
| 2018-03-31 | $236k | 2.9k | 82.39 |
| 2017-12-31 | $249k | 2.8k | 90.09 |
| 2017-09-30 | $235k | 2.8k | 85.23 |
| 2017-06-30 | $237k | 2.9k | 81.80 |
| 2017-03-31 | $250k | 3.0k | 82.05 |
| 2016-12-31 | $202k | 2.5k | 81.11 |
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