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WisdomTree LargeCap Value Fund shares owned by Paragon Capital Management

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Paragon Capital Management from 13F filings

Historical chart of Paragon Capital Management investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Paragon Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $320k 3.4k 94.73

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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