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WisdomTree LargeCap Value Fund shares owned by Great Valley Advisor Group

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Great Valley Advisor Group from 13F filings

Historical chart of Great Valley Advisor Group investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Value Fund held by Great Valley Advisor Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Great Valley Advisor Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $331k 3.6k 91.00
2025-06-30 $337k 3.9k 86.40
2025-03-31 $315k 3.8k 82.16
2022-09-30 $764k 15k 51.03

More positions owned by Great Valley Advisor Group

NVIDIA Corporation (NVDA)
Spdr Series Trust Portfolio S&p500 (SPLG)
American Centy Etf Tr Us Quality Grow (QGRO)
Apple (AAPL)
Wisdomtree Tr Us Largecap Divd (DLN)
Pimco Etf Tr Active Bd Etf (BOND)
Microsoft Corporation (MSFT)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
World Gold Tr Spdr Gld Minis (GLDM)
Amazon (AMZN)
Spdr Series Trust Portfolio Agrgte (SPAB)
Vanguard Wellington Us Momentum (VFMO)
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Victory Portfolios Ii Shares Free Cash (VFLO)

View all positions for Great Valley Advisor Group

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Envestnet Asset Management
Raymond James Financial
Advisor Group Holdings
HighTower Advisors
Smith Anglin Financial
Morgan Stanley
Northwestern Mutual Wealth Management Company
Lido Advisors
Stifel Financial
Cambridge Investment Research Advisors
Onyx Bridge Wealth Group
Legacy Financial Advisors
Anderson Financial Strategies
Personal Resources Investment & Strategic Management

View all funds holding WisdomTree LargeCap Value Fund