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WisdomTree Dividend ex-Fin Fund shares owned by Cladis Investment Advisory

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

Historical chart of Cladis Investment Advisory 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 Cladis Investment Advisory 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 Cladis Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $204k 2.0k 101.78
2021-12-31 $202k 2.0k 101.00

More positions owned by Cladis Investment Advisory

Apple (AAPL)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
General Electric Com New (GE)
Verizon Communications (VZ)
First Intst Bancsystem Com Cl A (FIBK)
Select Sector Spdr Tr Technology (XLK)
International Business Machines (IBM)
Invesco Qqq Tr Unit Ser Q (QQQ)
Exxon Mobil Corporation (XOM)
MDU Resources (MDU)
At&t (T)
Nextera Energy (NEE)

View all positions for Cladis Investment Advisory

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