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WisdomTree Dividend ex-Fin Fund shares owned by Rs Crum

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

Historical chart of Rs Crum 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 Rs Crum 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 Rs Crum

Quarter filed Position value Share count Share price at filing
2024-03-31 $348k 3.4k 101.78
2023-12-31 $328k 3.4k 95.90
2023-09-30 $395k 4.4k 88.96
2023-06-30 $415k 4.4k 93.54
2023-03-31 $428k 4.7k 91.66
2022-12-31 $429k 4.7k 91.80
2022-09-30 $545k 6.7k 81.65
2022-06-30 $592k 6.7k 88.69
2022-03-31 $661k 6.7k 99.03
2021-12-31 $721k 7.1k 101.12

More positions owned by Rs Crum

Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vaneck Etf Trust Preferred Securt (PFXF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Global Reit Etf (REET)

View all positions for Rs Crum

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