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WisdomTree LargeCap Value Fund shares owned by Astoria Portfolio Advisors

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

Historical chart of Astoria Portfolio 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 Astoria Portfolio Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Astoria Portfolio Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $382k 3.9k 98.94

More positions owned by Astoria Portfolio Advisors

Ea Series Trust Astoria Us Quali (GQQQ)
Ea Series Trust Ea Astoria Dynmc (AGGA)
Investment Managers Ser Tr I Astoria Real (PPI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
NVIDIA Corporation (NVDA)
Doubleline Etf Trust Mortgage Etf (DMBS)
Ishares Core Msci Emkt (IEMG)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Series Trust State Street Spd (SPYM)
Bank of America Corporation (BAC)
Apple (AAPL)
Ssga Active Tr Spdr Bridgewater (ALLW)
Collaborative Investmnt Ser Rareview Totl Rt (RTRE)
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Astoria Portfolio Advisors

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
Wealth Enhancement Advisory Services
Stifel Financial
Lido Advisors
Resolute Capital
Onyx Bridge Wealth Group
Legacy Financial Advisors
Anderson Financial Strategies

View all funds holding WisdomTree LargeCap Value Fund