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WisdomTree LargeCap Value Fund shares owned by Ballew Advisors

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

Historical chart of Ballew Advisors investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Ballew Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $778k 7.5k 103.14

More positions owned by Ballew Advisors

Ishares Tr Core S&p500 Etf (IVV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ssga Active Etf Tr State Street Dou (TOTL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Putnam Etf Trust Focused Lar Cap (PVAL)
Arthur J. Gallagher & Co. (AJG)
Invesco Qqq Tr Unit Ser 1
First Tr Exchange Traded Nasd Tech Div (TDIV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Apple (AAPL)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for Ballew Advisors

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Envestnet Asset Management
Raymond James Financial
Morgan Stanley
Advisor Group Holdings
HighTower Advisors
First Community Trust Na
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

View all funds holding WisdomTree LargeCap Value Fund