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WisdomTree LargeCap Value Fund shares owned by Personal Resources Investment & Strategic Management

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Personal Resources Investment & Strategic Management from 13F filings

Historical chart of Personal Resources Investment & Strategic 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 Personal Resources Investment & Strategic 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 Personal Resources Investment & Strategic Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $14M 198k 72.99
2023-12-31 $289k 4.2k 68.53

More positions owned by Personal Resources Investment & Strategic Management

Wisdomtree International Hedged Quality Dividend Growth Fund Etf (IHDG)
Fidelity Value Factor Etf Etf (FVAL)
Columbia Em Core Ex-china Etf Etf (XCEM)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Jpmorgan Betabuilders International Equity Etf Etf (BBIN)
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Jpmorgan Ultra-short Income Etf Etf (JPST)
First Trust Low Duration Opportunities Etf Etf (LMBS)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Russell 1000 Value Etf Etf (IWD)
Invesco Water Resources Etf Etf (PHO)

View all positions for Personal Resources Investment & Strategic Management

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Raymond James Financial Services Advisors
Legacy Financial Advisors
Personal Resources Investment & Strategic Management
Private Wealth Strategies
Morgan Stanley
Envestnet Asset Management
Team Financial Group
CWM
Jpmorgan Chase & Co
Kestra Advisory Services
Leslie Global Wealth
AE Wealth Management
Commonwealth Equity Services
Cambridge Investment Research Advisors

View all funds holding WisdomTree LargeCap Value Fund