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 |
|---|---|---|---|---|---|
| LPL Financial | 557k | $45M | 12% | Sep 2024 |
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| Horizon Wealth Management | 333k | $28M | 100% | Dec 2024 |
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| Personal Resources Investment & Strategic Management | 268k | $22M | 6% | Dec 2024 |
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| Raymond James Financial Services Advisors | 243k | $19M | 1% | Sep 2024 |
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| Legacy Financial Advisors | 218k | $17M | 3% | Sep 2024 |
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| Team Financial Group | 99k | $8.3M | 1% | Dec 2024 |
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| Flagship Harbor Advisors | 93k | $7.8M | 239% | Dec 2024 |
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| CWM | 93k | $7.4M | -2% | Sep 2024 |
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| Jpmorgan Chase & Co | 91k | $7.2M | 4% | Sep 2024 |
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| AE Wealth Management | 71k | $5.7M | 5% | Sep 2024 |
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| Commonwealth Equity Services | 71k | $5.7M | 6% | Sep 2024 |
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| Modern Wealth Management | 69k | $5.5M | 100% | Sep 2024 |
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| Leslie Global Wealth | 67k | $5.4M | -5% | Sep 2024 |
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| Global Retirement Partners | 66k | $5.5M | 100% | Dec 2024 |
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| Kestra Advisory Services | 64k | $5.1M | -25% | Sep 2024 |
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| Envestnet Asset Management | 63k | $5.0M | -43% | Sep 2024 |
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| Cetera Investment Advisers | 62k | $4.9M | 11% | Sep 2024 |
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| Raymond James & Associates | 58k | $4.6M | 96% | Sep 2024 |
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| Cambridge Investment Research Advisors | 57k | $4.6M | -6% | Sep 2024 |
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| CI Private Wealth | 45k | $3.6M | 0% | Sep 2024 |
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| Stifel Financial | 44k | $3.5M | 5% | Sep 2024 |
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| Orion Portfolio Solutions | 42k | $3.3M | 100% | Sep 2024 |
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| Nilsine Partners | 35k | $2.9M | 100% | Dec 2024 |
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| Fifth Third Securities | 23k | $1.9M | -1% | Dec 2024 |
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| Equitable Holdings | 22k | $1.8M | 1% | Sep 2024 |
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| Stratos Wealth Partners | 20k | $1.7M | 10% | Dec 2024 |
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| Tempus Wealth Planning | 18k | $1.5M | 100% | Dec 2024 |
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| Advisor Group Holdings | 17k | $1.4M | 100% | Sep 2024 |
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| ValMark Advisers | 16k | $1.4M | 100% | Dec 2024 |
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| Ashton Thomas Private Wealth | 15k | $1.2M | 5% | Sep 2024 |
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| Western Wealth Management | 14k | $1.1M | 100% | Sep 2024 |
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| Thrivent Financial for Lutherans | 12k | $937k | 100% | Sep 2024 |
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| Financial Advocates Investment Management | 11k | $929k | -16% | Dec 2024 |
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| Foresight Capital Management Advisors | 11k | $909k | -8% | Dec 2024 |
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| Prudential Financial | 9.7k | $779k | 47% | Sep 2024 |
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| RVW Wealth | 9.6k | $801k | -3% | Dec 2024 |
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| Good Life Advisors | 9.2k | $735k | 0% | Sep 2024 |
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| Peapack Gladstone Financial Corp | 6.6k | $526k | 0% | Sep 2024 |
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| Carlson Capital Management | 6.3k | $505k | -12% | Sep 2024 |
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| LRI Investments | 5.4k | $468k | 0% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 5.1k | $409k | 0% | Dec 2024 |
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| Wharton Business Group | 4.9k | $391k | 0% | Sep 2024 |
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| O'Brien Greene & Co | 4.6k | $368k | 0% | Sep 2024 |
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| AQR Capital Management | 4.5k | $360k | 100% | Sep 2024 |
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| Principal Securities | 4.1k | $343k | 97% | Dec 2024 |
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| Sigma Planning | 4.0k | $320k | 100% | Sep 2024 |
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| Regal Investment Advisors | 3.8k | $305k | 100% | Sep 2024 |
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| Centerpoint Advisory Group | 3.8k | $318k | 100% | Dec 2024 |
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| Atlantic Trust | 3.8k | $302k | 0% | Sep 2024 |
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| Patriot Financial Group Insurance Agency | 3.3k | $277k | 0% | Dec 2024 |
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| Atria Wealth Solutions | 3.2k | $264k | 16% | Dec 2024 |
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| Betterment | 3.1k | $245k | 0% | Sep 2024 |
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| Concurrent Investment Advisors | 3.0k | $239k | 1% | Sep 2024 |
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| Smith, Moore & Co. | 2.9k | $234k | -5% | Sep 2024 |
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| Cambria Investment Management | 2.7k | $215k | -7% | Sep 2024 |
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| Willner & Heller | 2.6k | $221k | 100% | Dec 2024 |
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| Koshinski Asset Management | 2.5k | $211k | 0% | Dec 2024 |
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| Private Trust Co Na | 2.1k | $165k | 79% | Sep 2024 |
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| Ridgewood Investments | 1.2k | $97k | 0% | Dec 2024 |
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| Brian McDonald | 1.1k | $89k | 250% | Sep 2024 |
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| Ancora Advisors | 850.00 | $68k | 0% | Sep 2024 |
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| Geneos Wealth Management | 725.00 | $61k | 0% | Dec 2024 |
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| Sound Income Strategies | 598.00 | $50k | 100% | Dec 2024 |
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| Harbour Investments | 500.00 | $40k | 0% | Sep 2024 |
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| ORG Partners | 463.00 | $39k | 100% | Dec 2024 |
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| Creative Financial Designs | 284.00 | $23k | 0% | Sep 2024 |
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| Us Bancorp | 220.00 | $18k | 0% | Sep 2024 |
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| Royal Bank of Canada | 216.00 | $17k | -47% | Sep 2024 |
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| Capital Investment Advisory Services | 200.00 | $17k | 0% | Dec 2024 |
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| Householder Group Estate & Retirement Specialist | 194.00 | $16k | 0% | Dec 2024 |
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| Morton Brown Family Wealth | 164.00 | $14k | 0% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 145.00 | $12k | 86% | Sep 2024 |
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| William Blair $ Company | 144.00 | $12k | 0% | Sep 2024 |
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| Hilltop National Bank | 138.00 | $12k | 0% | Dec 2024 |
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| Hm Payson & Co | 100.00 | $8.0k | 0% | Sep 2024 |
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| Coppell Advisory Solutions | 75.00 | $6.0k | 0% | Sep 2024 |
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| Hanson McClain Advisors | 52.00 | $4.5k | 100% | Dec 2024 |
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| Wells Fargo & Company | 1.00 | $97.000000 | 0% | Sep 2024 |
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Who sold out of WisdomTree LargeCap Value Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Kovack Advisors | Jun 2024 | 52k | $3.8M |
| Citadel Advisors | Jun 2024 | 5.8k | $422k |
| Avalon Trust | Jun 2024 | 2.0k | $150k |
| Nbc Securities | Sep 2024 | 277.00 | $22k |
| FMR | Jun 2024 | 3.00 | $219.000000 |