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Ruggaard & Associates »

WisdomTree LargeCap Value Fund shares owned by Ruggaard & Associates

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Ruggaard & Associates from 13F filings

Historical chart of Ruggaard & Associates investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Ruggaard & Associates

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$7.7M	85k	91.01
2025-06-30	$7.3M	85k	86.40
2025-03-31	$7.4M	90k	82.17

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Capital Group Dividend Value Shs Creation Uni (CGDV)

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

Ishares Tr Ibonds 2026 Term (IBHF)

Ishares Tr Ibonds Dec25 Etf (IBDQ)

Vanguard Index Fds Mid Cap Etf (VO)

J P Morgan Exchange Traded F Active Bond Etf (JBND)

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

Ishares Tr Rus 1000 Grw Etf (IWF)

Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)

Dimensional Etf Trust Us Small Cap Etf (DFAS)

Wisdomtree Tr Wisdomtree Us Va (WTV)

View all positions for Ruggaard & Associates

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