Aptus Capital Advisors »

WisdomTree LargeCap Value Fund shares owned by Aptus Capital Advisors

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Aptus Capital Advisors from 13F filings

Historical chart of Aptus Capital Advisors investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Value Fund held by Aptus Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree LargeCap Value Fund by Aptus Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.7k 75 75.60

More positions owned by Aptus Capital Advisors

Etf Ser Solutions Aptus Collrd Inv (ACIO)
Microsoft Corporation Call Option (MSFT)
Apple (AAPL)
Etf Ser Solutions Aptus Defined (DRSK)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Lockheed Martin Corporation (LMT)
Etf Ser Solutions Aptus Enhanced (JUCY)
Alphabet Cap Stk Cl A (GOOGL)
Walt Disney Company (DIS)
Select Sector Spdr Tr Energy (XLE)
Ishares Tr Core Msci Intl (IDEV)
Starbucks Corporation (SBUX)
Etf Ser Solutions Aptus Int Enh Yl (IDUB)
Etf Ser Solutions Aptus Large Cap (DUBS)
Etf Ser Solutions Aptus Drawdown (ADME)

View all positions for Aptus Capital Advisors

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Raymond James Financial Services Advisors
Legacy Financial Advisors
Private Wealth Strategies
Envestnet Asset Management
Morgan Stanley
CWM
Team Financial Group
Cambridge Investment Research Advisors
Commonwealth Equity Services
Kestra Advisory Services
AE Wealth Management
Kovack Advisors
Cetera Investment Advisers
CI Private Wealth

View all funds holding WisdomTree LargeCap Value Fund