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WisdomTree LargeCap Value Fund shares owned by Kestra Advisory Services

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

Historical chart of Kestra 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 Kestra 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 Kestra Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.1M 64k 80.00
2024-06-30 $6.2M 85k 72.99
2024-03-31 $3.9M 52k 75.61
2023-12-31 $1.8M 27k 68.53
2023-09-30 $1.1M 19k 61.77
2023-03-31 $15M 261k 58.64

More positions owned by Kestra Advisory Services

Apple (AAPL)
Parker-Hannifin Corporation (PH)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Kestra Advisory Services

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Personal Resources Investment & Strategic Management
Raymond James Financial Services Advisors
Legacy Financial Advisors
Private Wealth Strategies
Morgan Stanley
Team Financial Group
CWM
Jpmorgan Chase & Co
AE Wealth Management
Commonwealth Equity Services
Modern Wealth Management
Leslie Global Wealth
Kestra Advisory Services
Envestnet Asset Management

View all funds holding WisdomTree LargeCap Value Fund