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WisdomTree LargeCap Value Fund shares owned by Regal Investment Advisors

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Regal Investment Advisors from 13F filings

Historical chart of Regal Investment Advisors investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Regal Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $298k 3.3k 91.01
2025-06-30 $289k 3.3k 86.40
2025-03-31 $296k 3.6k 82.17
2024-12-31 $320k 3.8k 83.58
2024-09-30 $305k 3.8k 80.01

More positions owned by Regal Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Abbvie (ABBV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Regal Investment Advisors

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