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WisdomTree LargeCap Value Fund shares owned by Private Trust Co Na

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Private Trust Co Na from 13F filings

Historical chart of Private Trust Co Na investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Value Fund held by Private Trust Co Na consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Private Trust Co Na

Quarter filed Position value Share count Share price at filing
2024-03-31 $87k 1.2k 75.60
2023-12-31 $85k 1.2k 68.53
2023-09-30 $127k 2.1k 61.77
2023-06-30 $107k 1.7k 62.55
2023-03-31 $97k 1.7k 58.64
2022-12-31 $96k 1.7k 57.04

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iShares S&P 500 Index (IVV)
Alphabet Inc Class A cs (GOOGL)
Vanguard Total Stock Market ETF (VTI)
JPMorgan Chase & Co. (JPM)
Eli Lilly & Co. (LLY)
Procter & Gamble Company (PG)
Invesco Qqq Trust Series 1 (QQQ)
Vanguard Europe Pacific ETF (VEA)
Exxon Mobil Corporation (XOM)
iShares S&P MidCap 400 Index (IJH)

View all positions for Private Trust Co Na

Top funds holding WisdomTree LargeCap Value Fund

Raymond James Financial Services Advisors
Private Wealth Strategies
CWM
Team Financial Group
Cambridge Investment Research Advisors
Commonwealth Equity Services
Kovack Advisors
CI Private Wealth
Stifel Financial
AE Wealth Management
Advisor Group Holdings
RVW Wealth
Kestra Advisory Services
Raymond James & Associates
Financial Advocates Investment Management

View all funds holding WisdomTree LargeCap Value Fund