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WisdomTree LargeCap Value Fund shares owned by Cooper Financial Group

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Cooper Financial Group from 13F filings

Historical chart of Cooper Financial Group investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Cooper Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 31k 91.01
2025-06-30 $2.6M 31k 86.40

More positions owned by Cooper Financial Group

Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Vanguard Bd Index Fds Intermed Term (BIV)
Microsoft Corporation (MSFT)
Global X Fds Us Infr Dev Etf (PAVE)
Amazon (AMZN)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Broadcom (AVGO)
Putnam Etf Trust Focused Lar Cap (PVAL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Tesla Motors (TSLA)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Cooper Financial Group

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Envestnet Asset Management
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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