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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
2024-03-31 $147k 1.9k 75.60

More positions owned by Principal Securities

Principal Exchange Traded Us Mega Cp Etf (USMC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Etf (IWB)
Amazon (AMZN)
Principal Exchange Traded Prnc Invt Grad (IG)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Principal Exchange Traded Prncpl Vlu Etf (PY)
Goldman Sachs Etf Tr Access Us Agrat (GCOR)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)

View all positions for Principal Securities

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Raymond James Financial Services Advisors
Legacy Financial Advisors
Private Wealth Strategies
Envestnet Asset Management
Morgan Stanley
CWM
Team Financial Group
Cambridge Investment Research Advisors
Commonwealth Equity Services
Kestra Advisory Services
AE Wealth Management
Kovack Advisors
Cetera Investment Advisers
CI Private Wealth

View all funds holding WisdomTree LargeCap Value Fund