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Legacy Financial Advisors »

WisdomTree LargeCap Value Fund shares owned by Legacy Financial Advisors

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

Historical chart of Legacy Financial Advisors investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Legacy Financial Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-12-31	$18M	218k	83.58
2024-09-30	$17M	218k	80.00
2024-06-30	$15M	211k	72.99
2024-03-31	$14M	189k	75.60

More positions owned by Legacy Financial Advisors

Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)

Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)

Franklin International Core Dividend Tilt Index Fund Etf (DIVI)

Apple Stock (AAPL)

Wisdomtree Emerging Markets Ex-china Fund Etf (XC)

Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)

Natixis Gateway Quality Income Etf Etf (GQI)

Wisdomtree U.s. Quality Growth Fund Etf (QGRW)

Microsoft Stock (MSFT)

Jpmorgan Municipal Etf Etf (JMUB)

Nvidia Corp Stock (NVDA)

Procter And Gamble Stock (PG)

Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)

Ishares Core Dividend Growth Etf Etf (DGRO)

Jpmorgan Chase & Co Stock (JPM)

View all positions for Legacy Financial Advisors

Top funds holding WisdomTree LargeCap Value Fund

Raymond James Financial

Horizon Wealth Management

Personal Resources Investment & Strategic Management

Raymond James Financial Services Advisors

Legacy Financial Advisors

Anderson Financial Strategies

Kestra Advisory Services

Jpmorgan Chase & Co

Team Financial Group

Solano Wealth Investment Advisors

Flagship Harbor Advisors

View all funds holding WisdomTree LargeCap Value Fund

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