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WisdomTree LargeCap Value Fund shares owned by Coppell Advisory Solutions

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

Historical chart of Coppell Advisory Solutions investment in WisdomTree LargeCap Value Fund

Jul 2023Sep 2023Nov 2023Jan 2024Mar 2024May 2024Jul 2024Sep 20245000550060007474.57575.576
Value ($)Share countHistorical WTV position of Coppell Advisory Solutions Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Coppell Advisory Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.0k 75 79.88
2024-06-30 $5.5k 75 72.99
2023-12-31 $5.1k 75 68.53
2023-06-30 $4.7k 75 62.16

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View all positions for Coppell Advisory Solutions

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Raymond James Financial
Horizon Wealth Management
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Raymond James Financial Services Advisors
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Morgan Stanley
Lido Advisors
Kestra Advisory Services
Jpmorgan Chase & Co
Team Financial Group
Solano Wealth Investment Advisors
Flagship Harbor Advisors
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View all funds holding WisdomTree LargeCap Value Fund