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WisdomTree LargeCap Value Fund shares owned by Holistic Planning

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

Historical chart of Holistic Planning investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 13k 93.30

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive 500 Etf (STRV)
Ea Series Trust Strive Enhanced (BUXX)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Government Money (SGVT)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust State Street Spd (SPYM)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Holistic Planning

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Envestnet Asset Management
Raymond James Financial
Advisor Group Holdings
HighTower Advisors
Cetera Investment Advisers
Kestra Advisory Services
Northwestern Mutual Wealth Management Company
Wealth Enhancement Advisory Services
Stifel Financial
Lido Advisors
Resolute Capital
Onyx Bridge Wealth Group
Legacy Financial Advisors
Anderson Financial Strategies

View all funds holding WisdomTree LargeCap Value Fund