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WisdomTree LargeCap Value Fund shares owned by Bowman & Co S.C.

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Bowman & Co S.C. from 13F filings

Historical chart of Bowman & Co S.C. investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Value Fund held by Bowman & Co S.C. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Bowman & Co S.C.

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 36k 91.01
2025-06-30 $3.1M 36k 86.40

More positions owned by Bowman & Co S.C.

Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Core Us Aggbd Et (AGG)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Apple (AAPL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Wal-Mart Stores (WMT)
Motorola Solutions Com New (MSI)
Eaton Corp SHS (ETN)
Home Depot (HD)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Bowman & Co S.C.

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
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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