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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
2024-09-30 $20M 253k 80.00
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)
Columbia Em Core Ex-china Etf Etf (XCEM)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Dimensional International Value Etf Etf (DFIV)
Invesco S&p Midcap 400 Revenue Etf Etf (RWK)
Ishares S&p 500 Value Etf Etf (IVE)
First Trust Low Duration Opportunities Etf Etf (LMBS)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Invesco Water Resources Etf Etf (PHO)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)
Ishares Msci China A Etf Etf (CNYA)
Ishares Russell 1000 Value Etf Etf (IWD)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)

View all positions for Personal Resources Investment & Strategic Management

Top funds holding WisdomTree LargeCap Value Fund

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

View all funds holding WisdomTree LargeCap Value Fund