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WisdomTree LargeCap Value Fund shares owned by Horizon Wealth Management

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Horizon Wealth Management from 13F filings

Historical chart of Horizon Wealth Management investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Horizon Wealth Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $272k 3.3k 82.16
2024-12-31 $28M 333k 83.58

More positions owned by Horizon Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Pimco Etf Tr Multisector Bd (PYLD)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Technology (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vaneck Etf Trust Video Gmng Esprt (ESPO)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Msci Gbl Gold Mn (RING)
Coinbase Global Com Cl A (COIN)

View all positions for Horizon Wealth Management

Top funds holding WisdomTree LargeCap Value Fund

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

View all funds holding WisdomTree LargeCap Value Fund