Global Retirement Partners »

WisdomTree LargeCap Value Fund shares owned by Global Retirement Partners

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

Historical chart of Global Retirement Partners investment in WisdomTree LargeCap Value Fund

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.0015.522239M5.5222395M5.52224M5.5222405M5.522241M66.07k66.0705k66.071k66.0715k66.072k
Value ($)Share countHistorical WTV position of Global Retirement Partners Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Value Fund held by Global Retirement Partners 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 Global Retirement Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.5M 66k 83.58

More positions owned by Global Retirement Partners

Spdr Ser Tr Portfolio S&p500 (SPLG)
Arthur J. Gallagher & Co. (AJG)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Short Treas Bd (SHV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Capital Group Growth Etf Shs Creation Uni (CGGR)

View all positions for Global Retirement Partners

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Raymond James Financial
Horizon Wealth Management
Personal Resources Investment & Strategic Management
Raymond James Financial Services Advisors
Legacy Financial Advisors
Anderson Financial Strategies
Morgan Stanley
Lido Advisors
Kestra Advisory Services
Jpmorgan Chase & Co
Team Financial Group
Solano Wealth Investment Advisors
Flagship Harbor Advisors
CWM

View all funds holding WisdomTree LargeCap Value Fund