Leslie Global Wealth »

WisdomTree LargeCap Value Fund shares owned by Leslie Global Wealth

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Leslie Global Wealth from 13F filings

Historical chart of Leslie Global Wealth investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Value Fund held by Leslie Global Wealth 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 Leslie Global Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.4M 67k 80.00
2024-06-30 $5.1M 70k 72.99

More positions owned by Leslie Global Wealth

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Realty Income (O)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Spdr Ser Tr Portfolio S&p600 (SPSM)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Apple (AAPL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Russell 2000 Etf (IWM)
Wisdomtree Tr Wisdomtree Us Va (WTV)

View all positions for Leslie Global Wealth

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