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WisdomTree LargeCap Value Fund shares owned by CI Private Wealth

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by CI Private Wealth from 13F filings

Historical chart of CI Private Wealth investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.6M 45k 80.00
2024-06-30 $3.3M 45k 72.99
2024-03-31 $3.4M 45k 75.60
2023-12-31 $3.1M 45k 68.53
2023-09-30 $2.9M 47k 61.77
2023-06-30 $2.9M 47k 62.55

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Amazon (AMZN)
NVIDIA Corporation (NVDA)
Costco Wholesale Corporation (COST)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
UnitedHealth (UNH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for CI Private Wealth

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Personal Resources Investment & Strategic Management
Raymond James Financial Services Advisors
Team Financial Group
CWM
Jpmorgan Chase & Co
AE Wealth Management
Commonwealth Equity Services
Modern Wealth Management
Leslie Global Wealth
Kestra Advisory Services
Envestnet Asset Management
Raymond James & Associates
Cambridge Investment Research Advisors
CI Private Wealth

View all funds holding WisdomTree LargeCap Value Fund