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WisdomTree LargeCap Value Fund shares owned by Independent Advisor Alliance

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Independent Advisor Alliance from 13F filings

Historical chart of Independent Advisor Alliance investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $25M 261k 94.73
2024-12-31 $248k 3.0k 83.58

More positions owned by Independent Advisor Alliance

NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)
Apple (AAPL)
Ameris Ban (ABCB)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust State Street Spd (SPYG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr Index Shs Fds State Street Spd (SPDW)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Independent Advisor Alliance

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Envestnet Asset Management
Morgan Stanley
Raymond James Financial
Advisor Group Holdings
HighTower Advisors
Cetera Investment Advisers
Kestra Advisory Services
Stifel Financial
Bank of America Corporation
Northwestern Mutual Wealth Management Company
Lido Advisors
Mariner Wealth Advisors
Independent Advisor Alliance
Resolute Capital

View all funds holding WisdomTree LargeCap Value Fund