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WisdomTree LargeCap Value Fund shares owned by Good Life Advisors

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

Historical chart of Good Life Advisors investment in WisdomTree LargeCap Value Fund

Nov 2023Jan 2024Mar 2024May 2024Jul 2024Sep 2024Nov 2024Jan 2025200k400k600k400060008000
Value ($)Share countHistorical WTV position of Good Life Advisors Source: stockzoa.comValue ($)Share count

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All positions including WisdomTree LargeCap Value Fund held by Good Life 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 Good Life Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $751k 9.0k 83.58
2024-09-30 $735k 9.2k 80.00
2024-06-30 $672k 9.2k 72.99
2024-03-31 $688k 9.1k 75.60
2023-12-31 $465k 6.8k 68.53
2023-09-30 $208k 3.4k 61.77

More positions owned by Good Life Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
Amazon (AMZN)

View all positions for Good Life Advisors

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