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WisdomTree Dividend ex-Fin Fund shares owned by Apella Capital

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

Historical chart of Apella Capital 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 Apella Capital 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 Apella Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $464k 4.6k 100.97
2023-12-31 $438k 4.6k 95.32

More positions owned by Apella Capital

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard World Mega Cap Index (MGC)
Ishares Tr Msci Usa Mmentm (MTUM)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Equity Etf (DFUS)

View all positions for Apella Capital

Top funds holding WisdomTree Dividend ex-Fin Fund

Morgan Stanley
Jaffetilchin Investment Partners
Noble Family Wealth
Salomon & Ludwin
Commonwealth Equity Services
LPL Financial
Royal Bank of Canada
Congress Wealth Management LLC / DE /
Envestnet Asset Management
Holt Capital Advisors, L.L.C. dba Holt Capital Partners
WealthBridge Capital Management
Mercer Global Advisors
Susquehanna International
David J.Sculati
RMB Capital Management

View all funds holding WisdomTree Dividend ex-Fin Fund