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WisdomTree LargeCap Value Fund shares owned by NWF Advisory Services

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by NWF Advisory Services from 13F filings

Historical chart of NWF Advisory Services investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by NWF Advisory Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $363k 3.8k 94.73

More positions owned by NWF Advisory Services

Alibaba Group Hldg Sponsored Ads Call Option (BABA)
Chevron Corporation Call Option (CVX)
UnitedHealth Call Option (UNH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Select Sector Spdr Tr State Street Tec (XLK)
Apple (AAPL)
Spdr Series Trust State Street Spd (SDY)
Micron Technology (MU)
Alphabet Cap Stk Cl C (GOOG)
Costco Wholesale Corporation (COST)
Ishares Tr Core S&p500 Etf (IVV)
Occidental Petroleum Corporation (OXY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Amazon (AMZN)

View all positions for NWF Advisory Services

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Envestnet Asset Management
Morgan Stanley
Raymond James Financial
Advisor Group Holdings
HighTower Advisors
Cetera Investment Advisers
Kestra Advisory Services
Stifel Financial
Bank of America Corporation
Northwestern Mutual Wealth Management Company
Lido Advisors
Mariner Wealth Advisors
Independent Advisor Alliance
Resolute Capital

View all funds holding WisdomTree LargeCap Value Fund