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WisdomTree LargeCap Value Fund shares owned by RFG Advisory

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

Historical chart of RFG Advisory investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by RFG Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 13k 91.01
2025-06-30 $1.2M 14k 86.40
2025-03-31 $993k 12k 82.17

More positions owned by RFG Advisory

Exchange Traded Concepts Tru Bluemonte Dynami (BLUX)
Exchange Traded Concepts Tru Bluemonte Core B (BDBT)
Exchange Traded Concepts Tru Bluemonte Global (BINT)
Exchange Traded Concepts Tru Bluemonte Large (BLUC)
Exchange Traded Concepts Tru Bluemonte Large (BLGR)
Exchange Traded Concepts Tru Bluemonte Large (BVAL)
Exchange Traded Concepts Tru Bluemonte Long T (BLTD)
Exchange Traded Concepts Tru Bluemonte Short (BLST)
Exchange Traded Concepts Tru Bluemonte Divers (BLUI)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Apple (AAPL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for RFG Advisory

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