Who owns WisdomTree LargeCap Value Fund?
- Ticker: WTV
- CUSIP Number: 97717W547
Tip: Access positions for across all investors
Analyze quarterly positions in WisdomTree LargeCap Value Fund with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of WisdomTree LargeCap Value Fund stock
Who bought or sold WisdomTree LargeCap Value Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Raymond James Financial Services Advisors | 240k | $16M | -4% | Dec 2023 |
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| Private Wealth Strategies | 181k | $12M | 0% | Dec 2023 |
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| CWM | 102k | $7.7M | -2% | Mar 2024 |
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| Team Financial Group | 89k | $6.1M | 5% | Dec 2023 |
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| Cambridge Investment Research Advisors | 60k | $4.1M | 1% | Dec 2023 |
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| Kovack Advisors | 50k | $3.4M | 78% | Dec 2023 |
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| Commonwealth Equity Services | 49k | $3.4M | 81% | Dec 2023 |
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| CI Private Wealth | 45k | $3.1M | -4% | Dec 2023 |
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| Stifel Financial | 43k | $3.0M | -20% | Dec 2023 |
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| AE Wealth Management | 37k | $2.5M | 100% | Dec 2023 |
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| Advisor Group Holdings | 32k | $2.2M | 43% | Dec 2023 |
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| RVW Wealth | 27k | $2.0M | -1% | Mar 2024 |
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| Kestra Advisory Services | 27k | $1.8M | 43% | Dec 2023 |
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| Raymond James & Associates | 25k | $1.7M | 18% | Dec 2023 |
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| Stratos Wealth Partners | 15k | $1.1M | 0% | Mar 2024 |
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| Foresight Capital Management Advisors | 10k | $788k | 100% | Mar 2024 |
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| Carlson Capital Management | 7.6k | $576k | -90% | Mar 2024 |
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| Good Life Advisors | 6.8k | $465k | 101% | Dec 2023 |
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| Wharton Business Group | 6.7k | $460k | 0% | Dec 2023 |
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| Flagship Harbor Advisors | 5.9k | $446k | 100% | Mar 2024 |
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| Jpmorgan Chase & Co | 5.6k | $386k | 100% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 5.1k | $384k | 6% | Mar 2024 |
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| Koshinski Asset Management | 4.7k | $319k | 100% | Dec 2023 |
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| O'Brien Greene & Co | 4.5k | $308k | 0% | Dec 2023 |
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| Coulter & Justus Financial Services | 3.7k | $255k | 100% | Dec 2023 |
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| Patriot Financial Group Insurance Agency | 3.1k | $212k | 100% | Dec 2023 |
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| Betterment | 3.1k | $210k | -23% | Dec 2023 |
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| Concurrent Investment Advisors | 2.9k | $202k | 100% | Dec 2023 |
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| Avalon Trust | 2.0k | $140k | 100% | Dec 2023 |
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| Private Trust Co Na | 1.2k | $85k | -40% | Dec 2023 |
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| Ancora Advisors | 850.00 | $58k | 0% | Dec 2023 |
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| Geneos Wealth Management | 800.00 | $55k | 0% | Dec 2023 |
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| Royal Bank of Canada | 637.00 | $44k | 195% | Dec 2023 |
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| Wells Fargo & Company | 606.00 | $41k | 60500% | Dec 2023 |
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| Huntington National Bank | 547.00 | $38k | 100% | Dec 2023 |
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| ICA Group Wealth Management | 542.00 | $37k | 100% | Dec 2023 |
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| Harbour Investments | 500.00 | $34k | 0% | Dec 2023 |
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| DB Wealth Management Group | 358.00 | $25k | 100% | Dec 2023 |
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| Creative Financial Designs | 238.00 | $16k | 11800% | Dec 2023 |
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| Householder Group Estate & Retirement Specialist | 194.00 | $13k | 0% | Dec 2023 |
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| William Blair $ Company | 144.00 | $9.9k | 0% | Dec 2023 |
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| Coppell Advisory Solutions | 75.00 | $5.1k | 100% | Dec 2023 |
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Who sold out of WisdomTree LargeCap Value Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Private Advisor | Sep 2023 | 40k | $2.5M |
| Personal Resources Investment & Strategic Management | Dec 2023 | 4.2k | $289k |
| UBS Group | Sep 2023 | 188.00 | $12k |