Etesian Wealth Advisors »

WisdomTree LargeCap Value Fund shares owned by Etesian Wealth Advisors

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

Historical chart of Etesian Wealth Advisors investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Value Fund held by Etesian Wealth Advisors 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 Etesian Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 13k 93.30

More positions owned by Etesian Wealth Advisors

Wisdomtree Tr Floatng Rat Trea (USFR)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Wisdomtree Tr Us Quality Grow (QGRW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Apple (AAPL)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
J P Morgan Exchange Traded F Income Etf (JPIE)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Core S&p Scp Etf (IJR)
Costco Wholesale Corporation (COST)

View all positions for Etesian Wealth Advisors

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