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WisdomTree LargeCap Value Fund shares owned by PMG Wealth Management

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

Historical chart of PMG Wealth 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 PMG Wealth 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 PMG Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 36k 90.75
2025-06-30 $3.0M 35k 86.40
2025-03-31 $2.6M 31k 82.17
2024-12-31 $2.6M 31k 83.58

More positions owned by PMG Wealth Management

Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 100 Etf (OEF)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Tr Core Msci Eafe (IEFA)
Global X Fds Us Infr Dev Etf (PAVE)
Ab Active Etfs Ultra Short Incm (YEAR)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Wisdomtree Us Va (WTV)
First Tr Exchange-traded SHS (FDL)

View all positions for PMG Wealth Management

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