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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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Avant Capital

Quarter filed Position value Share count Share price at filing
2023-09-30 $227k 3.7k 61.76

More positions owned by Avant Capital

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

View all positions for Avant Capital

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Horizon Wealth Management
Personal Resources Investment & Strategic Management
Raymond James Financial Services Advisors
Legacy Financial Advisors
Team Financial Group
Flagship Harbor Advisors
CWM
Jpmorgan Chase & Co
AE Wealth Management
Commonwealth Equity Services
Modern Wealth Management
Leslie Global Wealth
Kestra Advisory Services
Envestnet Asset Management

View all funds holding WisdomTree LargeCap Value Fund