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WisdomTree LargeCap Value Fund shares owned by Avalon Trust

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Avalon Trust from 13F filings

Historical chart of Avalon Trust investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Avalon Trust

Quarter filed Position value Share count Share price at filing
2023-12-31 $140k 2.0k 68.53

More positions owned by Avalon Trust

Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Broadcom (AVGO)
Visa Com Cl A (V)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Lowe's Companies (LOW)
Ishares Tr Ishares Semicdtr (SOXX)
Progressive Corporation (PGR)
Mondelez Intl Cl A (MDLZ)
NVR (NVR)
CVS Caremark Corporation (CVS)
Vaneck Etf Trust Pharmaceutcl Etf (PPH)
PNC Financial Services (PNC)

View all positions for Avalon Trust

Top funds holding WisdomTree LargeCap Value Fund

Raymond James Financial Services Advisors
Private Wealth Strategies
CWM
Team Financial Group
Cambridge Investment Research Advisors
Commonwealth Equity Services
Kovack Advisors
CI Private Wealth
Stifel Financial
AE Wealth Management
Advisor Group Holdings
RVW Wealth
Kestra Advisory Services
Raymond James & Associates
Financial Advocates Investment Management

View all funds holding WisdomTree LargeCap Value Fund