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WisdomTree LargeCap Value Fund shares owned by Harbour Investments

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Harbour Investments from 13F filings

Historical chart of Harbour Investments investment in WisdomTree LargeCap Value Fund

Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 202510k20k30k40k50k200400600
Value ($)Share countHistorical WTV position of Harbour Investments Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Harbour Investments

Quarter filed Position value Share count Share price at filing
2024-12-31 $48k 579 83.58
2024-09-30 $40k 500 80.00
2024-06-30 $37k 500 72.99
2024-03-31 $38k 500 75.60
2023-12-31 $34k 500 68.53
2023-09-30 $31k 500 61.77
2023-06-30 $6.3k 100 62.55
2023-03-31 $5.9k 100 58.64
2022-12-31 $5.7k 100 57.02
2022-09-30 $5.0k 100 50.00
2022-06-30 $5.0k 100 50.00
2021-12-31 $6.0k 100 60.00
2021-09-30 $6.0k 100 60.00
2021-06-30 $6.0k 100 60.00

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Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Pacer Fds Tr Pacer Us Small (CALF)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p500 Etf (IVV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Harbour Investments

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