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WisdomTree LargeCap Value Fund shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in WisdomTree LargeCap Value Fund

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All positions including WisdomTree LargeCap Value Fund held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $659k 7.2k 91.01
2025-06-30 $355k 4.1k 86.39
2025-03-31 $338k 4.1k 82.18

More positions owned by Pensionmark Financial Group

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JPMorgan Chase & Co. (JPM)
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NVIDIA Corporation (NVDA)
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Meta Platforms Cl A (META)
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Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Church & Dwight (CHD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

Top funds holding WisdomTree LargeCap Value Fund

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Smith Anglin Financial
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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