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WisdomTree LargeCap Value Fund shares owned by Retirement Management Systems

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

Historical chart of Retirement Management Systems investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Retirement Management Systems

Quarter filed Position value Share count Share price at filing
2026-03-31 $8.6M 90k 94.73

More positions owned by Retirement Management Systems

Spdr Series Trust State Street Spd (SPYG)
Hartford Fds Exchange Traded Strategic Income (HFSI)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core Msci Intl (IDEV)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Putnam Etf Trust Focused Lar Cap (PVAL)
Fidelity Covington Trust Enhanced Mid (FMDE)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard World Mega Cap Val Etf (MGV)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Ishares Tr Global 100 Etf (IOO)
Ishares Msci Emrg Chn (EMXC)
American Centy Etf Tr Quality Divrsfed (QINT)

View all positions for Retirement Management Systems

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Envestnet Asset Management
Raymond James Financial
Advisor Group Holdings
HighTower Advisors
Cetera Investment Advisers
Kestra Advisory Services
Northwestern Mutual Wealth Management Company
Stifel Financial
Lido Advisors
Resolute Capital
Onyx Bridge Wealth Group
Legacy Financial Advisors
Anderson Financial Strategies
Cambridge Investment Research Advisors

View all funds holding WisdomTree LargeCap Value Fund