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Householder Group Estate & Retirement Specialist »

WisdomTree LargeCap Value Fund shares owned by Householder Group Estate & Retirement Specialist

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Householder Group Estate & Retirement Specialist from 13F filings

Historical chart of Householder Group Estate & Retirement Specialist investment in WisdomTree LargeCap Value Fund

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All positions including WisdomTree LargeCap Value Fund held by Householder Group Estate & Retirement Specialist consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Householder Group Estate & Retirement Specialist

Quarter filed	Position value	Share count	Share price at filing
2023-12-31	$13k	194	67.01
2023-09-30	$12k	194	61.77
2023-03-31	$11k	194	56.70
2022-09-30	$9.0k	194	46.39

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Apple Common Stock (AAPL)

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Amazon Common Stock (AMZN)

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Microsoft Corp Common Stock (MSFT)

Woodward Common Stock (WWD)

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Office Properties Common Stock (OPI)

SPDR S&P MF Closed and MF Open (SPY)

Eli Lilly Common Stock (LLY)

View all positions for Householder Group Estate & Retirement Specialist

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

Advisor Group Holdings

RVW Wealth

Kestra Advisory Services

Raymond James & Associates

Financial Advocates Investment Management

View all funds holding WisdomTree LargeCap Value Fund

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