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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
2024-03-31 $411k 5.4k 75.60

More positions owned by LRI Investments

Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Assured Guaranty Stock (AGO)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)
Dimensional International Core Equity Market Etf Etf (DFAI)
Wisdomtree International Equity Fund Etf (DWM)
Wisdomtree International Smallcap Dividend Fund Etf (DLS)
Dimensional International Small Cap Value Etf Etf (DISV)
Vanguard Real Estate Etf Etf (VNQ)
Amazon Stock (AMZN)
Microsoft Corp Stock (MSFT)
Rtx Corporation Stock (RTX)
Apple Stock (AAPL)
Dimensional Us Large Cap Value Etf Etf (DFLV)
Spdr S&p 500 Etf Trust Etf (SPY)

View all positions for LRI Investments

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Raymond James Financial Services Advisors
Legacy Financial Advisors
Private Wealth Strategies
Envestnet Asset Management
Morgan Stanley
CWM
Team Financial Group
Cambridge Investment Research Advisors
Commonwealth Equity Services
Kestra Advisory Services
AE Wealth Management
Kovack Advisors
Cetera Investment Advisers
CI Private Wealth

View all funds holding WisdomTree LargeCap Value Fund