Koshinski Asset Management »

WisdomTree LargeCap Value Fund shares owned by Koshinski Asset Management

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Koshinski Asset Management from 13F filings

Historical chart of Koshinski Asset Management investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Value Fund held by Koshinski Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree LargeCap Value Fund by Koshinski Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $319k 4.7k 68.53
2022-03-31 $197k 3.2k 61.59
2021-12-31 $203k 3.2k 63.37
2021-09-30 $268k 4.5k 59.33
2021-03-31 $254k 2.3k 112.39
2020-12-31 $223k 2.3k 98.67
2019-12-31 $214k 2.3k 94.69

More positions owned by Koshinski Asset Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Broadcom (AVGO)
Amazon (AMZN)
Deere & Company (DE)
Proshares Tr S&p 500 Dv Arist (NOBL)
Vanguard Index Fds Growth Etf (VUG)
Wisdomtree Tr Us Largecap Divd (DLN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Applied Materials (AMAT)
Vanguard Specialized Funds Div App Etf (VIG)
Costco Wholesale Corporation (COST)

View all positions for Koshinski Asset Management

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
Kovack Advisors
CI Private Wealth
Stifel Financial
AE Wealth Management
Advisor Group Holdings
RVW Wealth
Kestra Advisory Services
Raymond James & Associates
Financial Advocates Investment Management

View all funds holding WisdomTree LargeCap Value Fund