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WisdomTree LargeCap Value Fund shares owned by Mason & Associates

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Mason & Associates from 13F filings

Historical chart of Mason & Associates investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Value Fund held by Mason & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Mason & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $788k 10k 75.60

More positions owned by Mason & Associates

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
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Honda Motor Adr Ech Cnv In 3 (HMC)
Fidelity Covington Trust High Divid Etf (FDVV)
Dell Technologies CL C (DELL)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)

View all positions for Mason & Associates

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Raymond James Financial Services Advisors
Legacy Financial Advisors
Private Wealth Strategies
Envestnet Asset Management
Morgan Stanley
CWM
Team Financial Group
Cambridge Investment Research Advisors
Commonwealth Equity Services
Kestra Advisory Services
AE Wealth Management
Kovack Advisors
Cetera Investment Advisers
CI Private Wealth

View all funds holding WisdomTree LargeCap Value Fund