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WisdomTree LargeCap Value Fund shares owned by Advisor Resource Council

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Advisor Resource Council from 13F filings

Historical chart of Advisor Resource Council investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Value Fund held by Advisor Resource Council consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Advisor Resource Council

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.1M 22k 97.09
2025-06-30 $1.6M 18k 86.40
2025-03-31 $6.2M 94k 66.27
2021-06-30 $37k 37 1000.00

More positions owned by Advisor Resource Council

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
NVIDIA Corporation (NVDA)
Spdr Gold Tr Gold Shs (GLD)
Ishares Msci Japan Etf (EWJ)
Select Sector Spdr Tr State Street Tec (XLK)
Ishares Tr Rus 1000 Etf (IWB)
Select Sector Spdr Tr State Street Fin (XLF)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Select Sector Spdr Tr State Street Con (XLY)

View all positions for Advisor Resource Council

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Envestnet Asset Management
Raymond James Financial
Advisor Group Holdings
HighTower Advisors
Cetera Investment Advisers
Kestra Advisory Services
Northwestern Mutual Wealth Management Company
Stifel Financial
Lido Advisors
Resolute Capital
Onyx Bridge Wealth Group
Legacy Financial Advisors
Anderson Financial Strategies
Cambridge Investment Research Advisors

View all funds holding WisdomTree LargeCap Value Fund