Creative Financial Designs »

WisdomTree LargeCap Value Fund shares owned by Creative Financial Designs

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

Historical chart of Creative Financial Designs investment in WisdomTree LargeCap Value Fund

Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 2025010k20k0100200300
Value ($)Share countHistorical WTV position of Creative Financial Designs Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Value Fund held by Creative Financial Designs 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 Creative Financial Designs

Quarter filed Position value Share count Share price at filing
2024-12-31 $24k 284 83.58
2024-09-30 $23k 284 80.00
2024-06-30 $21k 284 72.99
2024-03-31 $21k 279 75.61
2023-12-31 $16k 238 68.53
2023-09-30 $124 2 62.00
2023-06-30 $125 2 62.50
2023-03-31 $117 2 58.50
2022-12-31 $114 2 57.00
2022-09-30 $0 2 0.00
2022-06-30 $0 2 0.00
2022-03-31 $0 2 0.00

More positions owned by Creative Financial Designs

Vanguard Russell 1000 Growth Etf Etf (VONG)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares Global 100 Etf Etf (IOO)
Fidelity Total Bond Etf Etf (FBND)
Apple Stock (AAPL)
Vanguard Value Etf Etf (VTV)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Inspire Faithward Mid Cap Momentum Etf Etf (GLRY)
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)
Vanguard Short-term Treasury Etf Etf (VGSH)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Vanguard Growth Etf Etf (VUG)
Amazon Stock (AMZN)
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)

View all positions for Creative Financial Designs

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Raymond James Financial
Horizon Wealth Management
Personal Resources Investment & Strategic Management
Raymond James Financial Services Advisors
Legacy Financial Advisors
Anderson Financial Strategies
Morgan Stanley
Lido Advisors
Kestra Advisory Services
Jpmorgan Chase & Co
Team Financial Group
Solano Wealth Investment Advisors
Flagship Harbor Advisors
CWM

View all funds holding WisdomTree LargeCap Value Fund