Country Club Bank »

WisdomTree LargeCap Value Fund shares owned by Country Club Bank

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Country Club Bank from 13F filings

Historical chart of Country Club Bank investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Value Fund held by Country Club Bank 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 Country Club Bank

Quarter filed Position value Share count Share price at filing
2025-09-30 $746k 8.2k 91.03
2025-06-30 $513k 6.0k 85.93

More positions owned by Country Club Bank

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr Msci Eafe Etf (EFA)
Wal-Mart Stores (WMT)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Amazon (AMZN)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Country Club Bank

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