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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

Tip: Access up to 7 years of quarterly data

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
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

More positions owned by Harbour Investments

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Pacer Us Small (CALF)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Value Line Divid In SHS (FVD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Procter & Gamble Company (PG)

View all positions for Harbour Investments

Top funds holding WisdomTree LargeCap Value Fund

Raymond James Financial Services Advisors
Private Wealth Strategies
CWM
Team Financial Group
Cambridge Investment Research Advisors
Commonwealth Equity Services
Kovack Advisors
CI Private Wealth
Stifel Financial
AE Wealth Management
Advisor Group Holdings
RVW Wealth
Kestra Advisory Services
Raymond James & Associates
Financial Advocates Investment Management

View all funds holding WisdomTree LargeCap Value Fund