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WisdomTree LargeCap Value Fund shares owned by Columbia Advisory Partners

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

Historical chart of Columbia Advisory Partners investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Columbia Advisory Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.1M 65k 94.73

More positions owned by Columbia Advisory Partners

Wisdomtree Tr Us Quality Grow (QGRW)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
J P Morgan Exchange Traded F Us Value Factr (JVAL)
Innovator Etfs Trust Laddered Alc Bfr (BUFB)
Wisdomtree Tr Wisdomtree Us Va (WTV)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Wisdomtree Tr Us S Cap Qty Div (DGRS)
Ishares Tr Msci Usa Mmentm (MTUM)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Wisdomtree Tr Yield Enhanced (SHAG)
Sprott Asset Management Physical Gold An (CEF)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Msci Intl Moment (IMTM)

View all positions for Columbia Advisory Partners

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Envestnet Asset Management
Morgan Stanley
Raymond James Financial
Advisor Group Holdings
HighTower Advisors
Cetera Investment Advisers
Kestra Advisory Services
Stifel Financial
Bank of America Corporation
Northwestern Mutual Wealth Management Company
Lido Advisors
Mariner Wealth Advisors
Independent Advisor Alliance
Resolute Capital

View all funds holding WisdomTree LargeCap Value Fund