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WisdomTree LargeCap Value Fund shares owned by Foresight Capital Management Advisors

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

Historical chart of Foresight Capital Management 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 Foresight Capital Management 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 Foresight Capital Management Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $909k 11k 83.58
2024-09-30 $949k 12k 80.01
2024-06-30 $747k 10k 72.99
2024-03-31 $788k 10k 75.60

More positions owned by Foresight Capital Management Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Iron Mountain (IRM)
Ares Capital Corporation (ARCC)
International Business Machines (IBM)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Hdg Msci Eafe (HEFA)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Corning Incorporated (GLW)

View all positions for Foresight Capital Management Advisors

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Horizon Wealth Management
Personal Resources Investment & Strategic Management
Raymond James Financial Services Advisors
Legacy Financial Advisors
Team Financial Group
Flagship Harbor Advisors
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