Consolidated Portfolio Review Corp »

WisdomTree LargeCap Value Fund shares owned by Consolidated Portfolio Review Corp

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Consolidated Portfolio Review Corp from 13F filings

Historical chart of Consolidated Portfolio Review Corp investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Value Fund held by Consolidated Portfolio Review Corp 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 Consolidated Portfolio Review Corp

Quarter filed Position value Share count Share price at filing
2025-09-30 $424k 4.7k 91.01
2025-06-30 $397k 4.6k 86.40

More positions owned by Consolidated Portfolio Review Corp

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Value Etf (VTV)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Strategy Cl A New (MSTR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
NVIDIA Corporation (NVDA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Amazon (AMZN)
Vanguard World Health Car Etf (VHT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Consolidated Portfolio Review Corp

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