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WisdomTree LargeCap Value Fund shares owned by Gateway Wealth Partners

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

Historical chart of Gateway Wealth Partners investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Gateway Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $452k 4.8k 93.30

More positions owned by Gateway Wealth Partners

Apple (AAPL)
Spdr Series Trust State Street Spd (SPYM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Msci Em Asia Etf (EEMA)
T Rowe Price Etf Technology Etf (TTEQ)
Pimco Etf Tr Multisector Bd (PYLD)
Alps Etf Tr Alerian Mlp (AMLP)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPTM)
Spdr Series Trust State Street Spd (SPAB)
Fs Kkr Capital Corp (FSK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spd (BIL)

View all positions for Gateway Wealth Partners

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