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WisdomTree LargeCap Value Fund shares owned by Equitable Holdings

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Equitable Holdings from 13F filings

Historical chart of Equitable Holdings investment in WisdomTree LargeCap Value Fund

Apr 2023Jul 2023Oct 2023Jan 2024Apr 2024Jul 2024Oct 2024Jan 20250.5M1M1.5M10k15k20k
Value ($)Share countHistorical WTV position of Equitable Holdings Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Equitable Holdings

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.5M 18k 83.58
2024-09-30 $1.8M 22k 80.00
2024-06-30 $1.6M 22k 72.99
2024-03-31 $1.1M 15k 75.60
2023-12-31 $959k 14k 68.53
2023-09-30 $750k 12k 61.77
2023-06-30 $413k 6.6k 62.55
2023-03-31 $408k 7.0k 58.64

More positions owned by Equitable Holdings

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Morningstar Grwt (ILCG)
Select Sector Spdr Tr Technology (XLK)
Vanguard World Inf Tech Etf (VGT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Expnd Tec Sc Etf (IGM)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)

View all positions for Equitable Holdings

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