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WisdomTree LargeCap Value Fund shares owned by Dynamic Advisors Solutions

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Dynamic Advisors Solutions from 13F filings

Historical chart of Dynamic Advisors Solutions investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Value Fund held by Dynamic Advisors Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Dynamic Advisors Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $271k 2.9k 93.29
2022-12-31 $235k 4.1k 57.03
2022-09-30 $293k 5.7k 51.01
2022-06-30 $308k 5.8k 53.04
2022-03-31 $956k 16k 61.59

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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Dimensional Etf Trust Us Equity Market (DFUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
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Alphabet Cap Stk Cl A (GOOGL)
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View all positions for Dynamic Advisors Solutions

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Envestnet Asset Management
Raymond James Financial
Advisor Group Holdings
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