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WisdomTree LargeCap Value Fund shares owned by O'Brien Greene & Co

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by O'Brien Greene & Co from 13F filings

Historical chart of O'Brien Greene & Co investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Value Fund held by O'Brien Greene & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by O'Brien Greene & Co

Quarter filed Position value Share count Share price at filing
2024-03-31 $348k 4.6k 75.60
2023-12-31 $308k 4.5k 68.53
2023-09-30 $278k 4.5k 61.77
2023-06-30 $281k 4.5k 62.44
2023-03-31 $264k 4.5k 58.67
2022-12-31 $257k 4.5k 57.11
2022-09-30 $689k 14k 51.00
2022-06-30 $239k 4.5k 53.11
2022-03-31 $277k 4.5k 61.56
2021-12-31 $285k 4.5k 63.33

More positions owned by O'Brien Greene & Co

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Interactive Brokers (IBKR)
Total (TTE)
Danaher Corporation (DHR)
Union Pacific Corporation (UNP)
Microsoft Corporation (MSFT)
Valero Energy Corporation (VLO)
Amgen (AMGN)
Wal-Mart Stores (WMT)
S&p Global (SPGI)
Sprott Physical Gold Trust (PHYS)
Vontier Corporation (VNT)
Cisco Systems (CSCO)

View all positions for O'Brien Greene & Co

Top funds holding WisdomTree LargeCap Value Fund

Raymond James Financial Services Advisors
Private Wealth Strategies
CWM
Team Financial Group
Cambridge Investment Research Advisors
Commonwealth Equity Services
Kovack Advisors
CI Private Wealth
Stifel Financial
AE Wealth Management
Advisor Group Holdings
RVW Wealth
Kestra Advisory Services
Raymond James & Associates
Financial Advocates Investment Management

View all funds holding WisdomTree LargeCap Value Fund