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WisdomTree LargeCap Value Fund shares owned by Principal Securities

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Principal Securities from 13F filings

Historical chart of Principal Securities investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Principal Securities

Quarter filed	Position value	Share count	Share price at filing
2024-12-31	$343k	4.1k	83.58
2024-09-30	$167k	2.1k	80.00
2024-06-30	$152k	2.1k	72.99
2024-03-31	$147k	1.9k	75.60

More positions owned by Principal Securities

Principal Exchange Traded Us Mega Cp Etf (USMC)

Ishares Tr Core Us Aggbd Et (AGG)

Principal Exchange Traded Prin U S Small (PSC)

Ishares Tr Core S&p500 Etf (IVV)

Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)

Microsoft Corporation (MSFT)

Principal Exchange Traded Focused Blue Chi (BCHP)

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

Spdr Ser Tr Portfolio S&p500 (SPLG)

Ishares Tr Rus 1000 Etf (IWB)

Ishares Tr Core Msci Eafe (IEFA)

Ishares Tr Core Msci Intl (IDEV)

Principal Exchange Traded Prnc Invt Grad (IG)

View all positions for Principal Securities

Top funds holding WisdomTree LargeCap Value Fund

Raymond James Financial

Horizon Wealth Management

Personal Resources Investment & Strategic Management

Raymond James Financial Services Advisors

Legacy Financial Advisors

Anderson Financial Strategies

Kestra Advisory Services

Jpmorgan Chase & Co

Team Financial Group

Solano Wealth Investment Advisors

Flagship Harbor Advisors

View all funds holding WisdomTree LargeCap Value Fund

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