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WisdomTree LargeCap Value Fund shares owned by Insight Advisors, LLC/ PA

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Insight Advisors, LLC/ PA from 13F filings

Historical chart of Insight Advisors, LLC/ PA investment in WisdomTree LargeCap Value Fund

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All positions including WisdomTree LargeCap Value Fund held by Insight Advisors, LLC/ PA consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Insight Advisors, LLC/ PA

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.6M 83k 91.01
2025-06-30 $7.2M 83k 86.40
2025-03-31 $3.6M 44k 82.17

More positions owned by Insight Advisors, LLC/ PA

Ea Series Trust Alpha Architect (CAOS)
Ea Series Trust Alpha Arch 1-3 (BOXX)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Put Option (AAPL)
Wisdomtree Tr Us Quality Grow (QGRW)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Broadcom (AVGO)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Wisdomtree Tr Wisdomtree Us Va (WTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)

View all positions for Insight Advisors, LLC/ PA

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