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WisdomTree LargeCap Value Fund shares owned by Orion Portfolio Solutions

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Orion Portfolio Solutions from 13F filings

Historical chart of Orion Portfolio Solutions investment in WisdomTree LargeCap Value Fund

Oct 62024Oct 20Nov 3Nov 17Dec 1Dec 15Dec 293.4M3.6M3.8M42k43k44k45k
Value ($)Share countHistorical WTV position of Orion Portfolio Solutions Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Orion Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.8M 45k 83.58
2024-09-30 $3.3M 42k 80.00

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View all positions for Orion Portfolio Solutions

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Raymond James Financial
Horizon Wealth Management
Personal Resources Investment & Strategic Management
Raymond James Financial Services Advisors
Legacy Financial Advisors
Anderson Financial Strategies
Morgan Stanley
Lido Advisors
Kestra Advisory Services
Jpmorgan Chase & Co
Team Financial Group
Solano Wealth Investment Advisors
Flagship Harbor Advisors
CWM

View all funds holding WisdomTree LargeCap Value Fund