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WisdomTree LargeCap Value Fund shares owned by Capital Investment Advisory Services

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Capital Investment Advisory Services from 13F filings

Historical chart of Capital Investment Advisory Services investment in WisdomTree LargeCap Value Fund

Oct 62024Oct 20Nov 3Nov 17Dec 1Dec 15Dec 2916k16.2k16.4k16.6k199199.5200200.5201
Value ($)Share countHistorical WTV position of Capital Investment Advisory … Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Value Fund held by Capital Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Capital Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $17k 200 83.58
2024-09-30 $16k 200 80.01

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View all positions for Capital Investment Advisory Services

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