Avant Capital »

WisdomTree LargeCap Value Fund shares owned by Avant Capital

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

Historical chart of Avant Capital investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Value Fund held by Avant Capital 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 Avant Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $655k 7.2k 91.01
2025-06-30 $544k 6.3k 86.40
2025-03-31 $425k 5.2k 82.17
2024-12-31 $421k 5.0k 83.57
2023-09-30 $227k 3.7k 61.76

More positions owned by Avant Capital

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Mmentm (MTUM)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Proshares Tr S&p 500 Dv Arist (NOBL)
Proshares Tr S&p Mdcp 400 Div (REGL)

View all positions for Avant Capital

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Envestnet Asset Management
Raymond James Financial
Advisor Group Holdings
HighTower Advisors
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