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WisdomTree LargeCap Value Fund shares owned by Axis Wealth Partners

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

Historical chart of Axis Wealth Partners investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Axis Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $279k 2.9k 94.74

More positions owned by Axis Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Fidelity Covington Trust High Divid Etf (FDVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Slide Ins Hldgs (SLDE)
Victory Portfolios Ii Core Intermediat (UITB)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Series Trust State Street Spd (SPYV)
Victory Portfolios Ii Shares Free Cash (VFLO)

View all positions for Axis Wealth Partners

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