Brian McDonald »

WisdomTree LargeCap Value Fund shares owned by Brian McDonald

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

Historical chart of Brian McDonald investment in WisdomTree LargeCap Value Fund

Jul 2011Oct 2011Jan 2012Apr 2012Jul 2012Oct 2012Jan 2013220k240k260k280k500055006000
Value ($)Share countHistorical WTV position of Brian McDonald Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Value Fund held by Brian McDonald 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 Brian McDonald

Quarter filed Position value Share count Share price at filing
2012-12-31 $223k 5.0k 44.60
2012-09-30 $277k 6.0k 46.17
2012-06-30 $261k 6.0k 43.50
2012-03-31 $266k 6.0k 44.33
2011-12-31 $246k 6.0k 41.00
2011-09-30 $218k 6.0k 36.33
2011-06-30 $257k 6.0k 42.83

More positions owned by Brian McDonald

Eli Lilly & Co. (LLY)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Home Depot (HD)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Brian McDonald

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Raymond James Financial
Horizon Wealth Management
Personal Resources Investment & Strategic Management
Raymond James Financial Services Advisors
Legacy Financial Advisors
Anderson Financial Strategies
Morgan Stanley
Lido Advisors
Kestra Advisory Services
Jpmorgan Chase & Co
Team Financial Group
Solano Wealth Investment Advisors
Flagship Harbor Advisors
CWM

View all funds holding WisdomTree LargeCap Value Fund