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WisdomTree LargeCap Value Fund shares owned by Keating Financial Advisory Services

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Keating Financial Advisory Services from 13F filings

Historical chart of Keating Financial Advisory Services investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Value Fund held by Keating Financial Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Keating Financial Advisory Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.5M 26k 94.73

More positions owned by Keating Financial Advisory Services

Apple (AAPL)
Dimensional Us Core Equity Market Etf Us Core Eqt Mkt (DFAU)
NVIDIA Corporation (NVDA)
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO)
Dimensional Us High Profitability Etf Us High Profitab (DUHP)
State Street Spdr S&p 500 Etf Trust Tr Unit (SPY)
Dimensional International Core Equity Market Etf Intl Core Eqt Mk (DFAI)
Microsoft Corporation (MSFT)
Dimensional Core Fixed Income Etf Core Fixed Incom (DFCF)
Invesco S&p 500 Momentum Etf S&p 500 Momntm (SPMO)
Schwab U.s. Large-cap Growth Etf Us Lcap Gr Etf (SCHG)
Invesco Qqq Trust Unit Ser 1 (QQQ)
Amazon (AMZN)
Dimensional International High Profitability Etf Intl High Profit (DIHP)
Dimensional Us Core Equity 1 Etf Us Core Equity 1 (DCOR)

View all positions for Keating Financial Advisory Services

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