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WisdomTree LargeCap Value Fund shares owned by D.A. Davidson & Co.

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by D.A. Davidson & Co. from 13F filings

Historical chart of D.A. Davidson & Co. investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Value Fund held by D.A. Davidson & Co. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by D.A. Davidson & Co.

Quarter filed Position value Share count Share price at filing
2026-06-30 $7.5M 74k 101.72
2026-03-31 $302k 3.2k 94.73

More positions owned by D.A. Davidson & Co.

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus 2000 Val Etf (IWN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Broadcom (AVGO)
Spdr Series Trust St Inter Bd Etf (SPIB)
Ishares Tr Rus 2000 Grw Etf (IWO)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Capital Group Dividend Value Shs Creat Unit (CGDV)

View all positions for D.A. Davidson & Co.

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Raymond James Financial
Envestnet Asset Management
Morgan Stanley
Advisor Group Holdings
HighTower Advisors
Cetera Investment Advisers
First Community Trust Na
Kestra Advisory Services
Bank of America Corporation
Northwestern Mutual Wealth Management Company
Stifel Financial
Private Advisor
Resolute Capital
Harel Insurance Investments & Financial Services

View all funds holding WisdomTree LargeCap Value Fund