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WisdomTree LargeCap Value Fund shares owned by Financial Advocates Investment Management

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Financial Advocates Investment Management from 13F filings

Historical chart of Financial Advocates Investment Management investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Value Fund held by Financial Advocates Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Financial Advocates Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 19k 66.51
2019-03-31 $276k 3.3k 84.71
2018-12-31 $242k 3.3k 74.30
2018-09-30 $347k 4.0k 87.03
2018-06-30 $287k 3.5k 81.98
2018-03-31 $295k 3.7k 80.78
2017-12-31 $301k 3.7k 82.34

More positions owned by Financial Advocates Investment Management

Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Apple Put Option (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation Put Option (NVDA)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon Put Option (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Us Aggbd Et (AGG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)

View all positions for Financial Advocates Investment Management

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Raymond James Financial Services Advisors
Legacy Financial Advisors
Private Wealth Strategies
Envestnet Asset Management
CWM
Team Financial Group
Cambridge Investment Research Advisors
Commonwealth Equity Services
AE Wealth Management
Kovack Advisors
CI Private Wealth
Stifel Financial
Jpmorgan Chase & Co
RVW Wealth

View all funds holding WisdomTree LargeCap Value Fund