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WisdomTree LargeCap Value Fund shares owned by Hoey Investments

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

Historical chart of Hoey 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 Hoey 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 Hoey Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $79k 870 91.01
2025-06-30 $75k 870 86.40
2025-03-31 $72k 870 82.17

More positions owned by Hoey Investments

Nvidia Corporation Call Call Option (Principal) (NVDA)
Amazon Call Call Option (Principal) (AMZN)
Meta Platforms Call Call Option (Principal) (META)
Microsoft Corporation (MSFT)
Palantir Technologies Call Call Option (Principal) (PLTR)
Apple (AAPL)
Broadcom Call Call Option (Principal) (AVGO)
Wells Fargo & Company (WFC)
Ge Aerospace Com New (GE)
JPMorgan Chase & Co. (JPM)
Goldman Sachs (GS)
Bank of America Corporation (BAC)
Morgan Stanley Com New (MS)
Uber Technologies (UBER)
Wal-Mart Stores (WMT)

View all positions for Hoey Investments

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