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WisdomTree LargeCap Value Fund shares owned by Cornerstone Planning Group

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

Historical chart of Cornerstone Planning 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 Cornerstone Planning 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 Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $13M 131k 95.39
2025-09-30 $6.0k 373 16.01

More positions owned by Cornerstone Planning Group

Invesco Nasdaq 100 Etf Exchange Traded Fund (QQQM)
Fidelity Enhanced International Etf Exchange Traded Fund (FENI)
Schwab Fundamental U.s. Large Company Etf Exchange Traded Fund (FNDX)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares U.s. Smallcap Equity Factor Etf Exchange Traded Fund (SMLF)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Spdr S&p North American Natural Resources Etf Exchange Traded Fund (NANR)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
Schwab Fundamental Emerging Markets Equity Etf Exchange Traded Fund (FNDE)
Victoryshares Short-term Bond Etf Exchange Traded Fund (USTB)

View all positions for Cornerstone Planning Group

Top funds holding WisdomTree LargeCap Value Fund

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HighTower Advisors
Cetera Investment Advisers
Kestra Advisory Services
Northwestern Mutual Wealth Management Company
Wealth Enhancement Advisory Services
Stifel Financial
Lido Advisors
Resolute Capital
Onyx Bridge Wealth Group
Legacy Financial Advisors
Anderson Financial Strategies

View all funds holding WisdomTree LargeCap Value Fund