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WisdomTree LargeCap Value Fund shares owned by Anderson Financial Strategies

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Anderson Financial Strategies from 13F filings

Historical chart of Anderson Financial Strategies investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Value Fund held by Anderson Financial Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Anderson Financial Strategies

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$20M	221k	91.01
2025-06-30	$19M	224k	86.40
2025-03-31	$18M	223k	82.17
2024-12-31	$17M	207k	83.58

More positions owned by Anderson Financial Strategies

Wisdomtree Tr Isdomtree Us Va (WTV)

American Centy Etf Tr S Quality Grow (QGRO)

Fidelity Covington Trust Nhanced Intl (FENI)

Ishares Tr Ore Intl Aggr (IAGG)

Flexshares Tr R Scd Us Bd (SKOR)

Spdr Series Trust Bg Conv Sec Etf (CWB)

Ab Active Etfs High Yield Etf (HYFI)

Victory Portfolios Ii Saa Msci Usa Sm (USVM)

Etfis Ser Tr I Irtus Infrcap (PFFA)

J P Morgan Exchange Traded F Ealty Income Et (JPRE)

First Tr Exchange-traded Ng Dur Oprtun (LGOV)

Invesco Exchange Traded Fd T &p Smlcp Moment (XSMO)

Spdr Index Shs Fds &p Em Mkt Div (EDIV)

Hartford Fds Exchange Traded Un Oportunite (HMOP)

Wisdomtree Tr Sdm Emktbd Fd (EMCB)

View all positions for Anderson Financial Strategies

Top funds holding WisdomTree LargeCap Value Fund

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Envestnet Asset Management

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Smith Anglin Financial

Morgan Stanley

Northwestern Mutual Wealth Management Company

Lido Advisors

Stifel Financial

Cambridge Investment Research Advisors

Onyx Bridge Wealth Group

Legacy Financial Advisors

Anderson Financial Strategies

Personal Resources Investment & Strategic Management

View all funds holding WisdomTree LargeCap Value Fund

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