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WisdomTree LargeCap Value Fund shares owned by Milestone Investment Advisors

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

Historical chart of Milestone Investment 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 Milestone Investment 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 Milestone Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.3k 13 101.77

More positions owned by Milestone Investment Advisors

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Covington Trust High Divid Etf (FDVV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Mid Cap Etf (VO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Fundamental Us L (FNDX)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Esg Awre 1 5 Yr (SUSB)

View all positions for Milestone Investment Advisors

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Raymond James Financial
Envestnet Asset Management
Morgan Stanley
Advisor Group Holdings
HighTower Advisors
Cetera Investment Advisers
First Community Trust Na
Kestra Advisory Services
Bank of America Corporation
Northwestern Mutual Wealth Management Company
Stifel Financial
Private Advisor
Resolute Capital
Harel Insurance Investments & Financial Services

View all funds holding WisdomTree LargeCap Value Fund