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WisdomTree LargeCap Value Fund shares owned by PCG Wealth Advisors

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by PCG Wealth Advisors from 13F filings

Historical chart of PCG Wealth Advisors investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by PCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $949k 10k 91.01
2025-06-30 $860k 10k 86.40
2025-03-31 $744k 9.0k 82.17

More positions owned by PCG Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Global X Fds Global X Silver (SIL)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Gold Tr Gold Shs (GLD)
Vaneck Etf Trust Gold Miners Etf (GDX)
First Tr Exchange-traded SHS (FVD)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Capital Group Core Balanced SHS (CGBL)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
First Tr Exchange-traded First Tr Enh New (FTSM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Amplify Etf Tr Amplify Junior S (SILJ)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)

View all positions for PCG Wealth Advisors

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