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LRI Investments »

WisdomTree LargeCap Value Fund shares owned by LRI Investments

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by LRI Investments from 13F filings

Historical chart of LRI Investments investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by LRI Investments

Quarter filed	Position value	Share count	Share price at filing
2024-12-31	$454k	5.4k	83.58
2024-09-30	$468k	5.4k	86.06
2024-06-30	$397k	5.4k	72.99
2024-03-31	$411k	5.4k	75.60

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Assured Guaranty Stock (AGO)

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Dimensional International Core Equity Market Etf Etf (DFAI)

Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)

Microsoft Corp Stock (MSFT)

Wisdomtree International Equity Fund Etf (DWM)

Amazon Stock (AMZN)

Meta Platforms Inc Cl A Stock (META)

Apple Stock (AAPL)

Trane Technologies Stock (TT)

Dimensional International Small Cap Value Etf Etf (DISV)

Wisdomtree International Smallcap Dividend Fund Etf (DLS)

Vanguard Real Estate Etf Etf (VNQ)

View all positions for LRI Investments

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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