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WisdomTree LargeCap Value Fund shares owned by Ceera Investments

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

Historical chart of Ceera Investments investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Ceera Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.1M 56k 91.01
2025-06-30 $3.6M 41k 86.40
2025-03-31 $964k 12k 82.17

More positions owned by Ceera Investments

Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Meta Platforms Cl A (META)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Alphabet Cap Stk Cl A (GOOGL)
American Express Company (AXP)
Apple (AAPL)
Gartner (IT)
Ye Cl A (YELP)
Nice Sponsored Adr (NICE)
Adobe Systems Incorporated (ADBE)
UnitedHealth (UNH)
Paypal Holdings (PYPL)
Freshworks Class A Com (FRSH)
Veeva Sys Cl A Com (VEEV)
Global Payments (GPN)

View all positions for Ceera Investments

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Envestnet Asset Management
Raymond James Financial
Advisor Group Holdings
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