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WisdomTree LargeCap Value Fund shares owned by Avaii Wealth Management

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

Historical chart of Avaii 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 Avaii 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 Avaii Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $267k 2.8k 94.72

More positions owned by Avaii Wealth Management

Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Ishares Gold Tr Ishares New (IAU)
Tesla Motors (TSLA)
Corning Incorporated (GLW)
Pimco Etf Tr Multisector Bd (PYLD)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
JPMorgan Chase & Co. (JPM)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Ishares Tr Ishares Semicdtr (SOXX)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Metropcs Communications (TMUS)
Rbb Fund Trust First Eagle Over (FEOE)

View all positions for Avaii Wealth Management

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Envestnet Asset Management
Morgan Stanley
Raymond James Financial
Advisor Group Holdings
HighTower Advisors
Cetera Investment Advisers
Kestra Advisory Services
Stifel Financial
Bank of America Corporation
Northwestern Mutual Wealth Management Company
Lido Advisors
Mariner Wealth Advisors
Independent Advisor Alliance
Resolute Capital

View all funds holding WisdomTree LargeCap Value Fund