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WisdomTree LargeCap Value Fund shares owned by Nbc Securities

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

Historical chart of Nbc Securities investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Nbc Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.1M 34k 91.01
2025-06-30 $2.6M 30k 86.39
2025-03-31 $2.4M 29k 82.14
2024-09-30 $22k 277 79.42

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Nvidia Corp Common Stk (NVDA)
Amazon.com Common Stk (AMZN)
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Vanguard S&p 500 Etf Common Stk (VOO)
Alphabet Common Stk (GOOGL)
Jpmorgan Chase & Co Common Stk (JPM)
Ishares Core S&p 500 Etf Common Stk (IVV)
Invesco Qqq Tr Common Stk (QQQ)
Vanguard Ftse Developed Common Stk (VEA)
Visa Common Stk (V)
Walmart Common Stk (WMT)

View all positions for Nbc Securities

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Envestnet Asset Management
Raymond James Financial
Advisor Group Holdings
HighTower Advisors
Smith Anglin Financial
Morgan Stanley
Northwestern Mutual Wealth Management Company
Lido Advisors
Stifel Financial
Cambridge Investment Research Advisors
Onyx Bridge Wealth Group
Legacy Financial Advisors
Anderson Financial Strategies
Personal Resources Investment & Strategic Management

View all funds holding WisdomTree LargeCap Value Fund