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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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Leslie Global Wealth

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$6.6M	73k	91.01
2025-06-30	$6.7M	78k	86.40
2025-03-31	$6.4M	78k	82.17
2024-12-31	$6.5M	78k	83.58
2024-09-30	$5.4M	67k	80.00
2024-06-30	$5.1M	70k	72.99

More positions owned by Leslie Global Wealth

Spdr Series Trust Prtflo S&p500 Gw (SPYG)

Spdr Series Trust Portfolio S&p500 (SPLG)

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

Spdr Series Trust Prtflo S&p500 Vl (SPYV)

Spdr Index Shs Fds Portfolio Devlpd (SPDW)

Ishares Gold Tr Ishares New (IAU)

Wisdomtree Tr Wisdomtree Us Va (WTV)

Invesco Qqq Tr Unit Ser 1 (QQQ)

Spdr Series Trust Portfolio S&p600 (SPSM)

Spdr Series Trust S&P 600 SMCP GRW (SLYG)

Ishares Tr Msci Usa Qlt Fct (QUAL)

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

Global X Fds Rate Preferred (PFFV)

Ishares Tr Russell 2000 Etf (IWM)

View all positions for Leslie Global Wealth

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