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WisdomTree LargeCap Value Fund shares owned by Hollencrest Securities

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

Historical chart of Hollencrest Securities investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Hollencrest Securities

Quarter filed Position value Share count Share price at filing
2025-03-31 $493k 6.0k 82.17
2024-12-31 $502k 6.0k 83.58

More positions owned by Hollencrest Securities

Vanguard S&p 500 Etf Etf (VOO)
Apple Stock (AAPL)
Spdr S&p 500 Etf Trust Etf (SPY)
Invesco Qqq Trust Series I Etf (QQQ)
Invesco Nasdaq 100 Etf Etf (QQQM)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Microsoft Corp Stock (MSFT)
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)
Costco Whsl Corp Stock (COST)
Spdr Gold Shares Etf (GLD)
Technology Select Sector Spdr Fund Etf (XLK)
Ishares Core S&p 500 Etf Etf (IVV)
Unitedhealth Group Stock (UNH)
Vanguard Information Technology Etf Etf (VGT)
Home Depot Stock (HD)

View all positions for Hollencrest Securities

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