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WisdomTree LargeCap Value Fund shares owned by DB Wealth Management Group

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

Historical chart of DB Wealth Management 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 DB Wealth Management 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 DB Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $25k 358 68.53

More positions owned by DB Wealth Management Group

SPDR S&P Etf (SPY)
Ishares Msci Etf (EFA)
Capital Group Etf (CGDV)
Vanguard Total Etf (VTI)
Ishares Core Etf (IJH)
Ishares Morningstar Etf (ILCG)
Wisdomtree Defa Etf (DWM)
First Trust Etf (FV)
Invesco Qqq Etf (QQQ)
Invesco S&p Etf (RSP)
Wisdomtree U S Etf (DON)
Ishares Short Etf (SHV)
Spdr Blackstone Etf (SRLN)
Ishares Core Etf (IJR)
Spdr Bloomberg Etf (BILS)

View all positions for DB Wealth Management Group

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Personal Resources Investment & Strategic Management
Raymond James Financial Services Advisors
Legacy Financial Advisors
Private Wealth Strategies
Morgan Stanley
Team Financial Group
CWM
Jpmorgan Chase & Co
AE Wealth Management
Commonwealth Equity Services
Modern Wealth Management
Leslie Global Wealth
Kestra Advisory Services
Envestnet Asset Management

View all funds holding WisdomTree LargeCap Value Fund