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WisdomTree LargeCap Value Fund shares owned by Flagship Harbor Advisors

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

Historical chart of Flagship Harbor 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 Flagship Harbor Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Flagship Harbor Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 27k 80.00
2024-03-31 $446k 5.9k 75.59

More positions owned by Flagship Harbor Advisors

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Blmbg Us Bull (USDU)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Amazon (AMZN)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Us Vlu (IUSV)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Select Sector Spdr Tr Energy (XLE)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Flagship Harbor Advisors

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