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WisdomTree LargeCap Value Fund shares owned by AE Wealth Management

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Value Fund held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $5.0M 68k 72.99
2024-03-31 $3.8M 51k 75.60
2023-12-31 $2.5M 37k 69.12

More positions owned by AE Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Ultra Short Govt (BILZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Aim Etf Products Trust Allianzim U S La (SIXD)

View all positions for AE Wealth Management

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Personal Resources Investment & Strategic Management
Raymond James Financial Services Advisors
Legacy Financial Advisors
Private Wealth Strategies
Morgan Stanley
Envestnet Asset Management
Team Financial Group
CWM
Jpmorgan Chase & Co
Kestra Advisory Services
Commonwealth Equity Services
AE Wealth Management
Leslie Global Wealth
Raymond James & Associates

View all funds holding WisdomTree LargeCap Value Fund