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WisdomTree LargeCap Value Fund shares owned by RVW Wealth

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

Historical chart of RVW Wealth investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by RVW Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 27k 75.60
2023-12-31 $1.9M 27k 68.53
2023-09-30 $1.7M 27k 61.77
2023-06-30 $1.7M 27k 62.55
2023-03-31 $1.6M 27k 58.64
2022-12-31 $1.6M 27k 57.02
2022-09-30 $1.4M 28k 51.03
2022-06-30 $1.5M 28k 52.99
2022-03-31 $1.7M 28k 61.59
2021-12-31 $2.0M 28k 72.59
2021-09-30 $2.0M 28k 71.29
2021-06-30 $2.0M 28k 71.15
2021-03-31 $2.0M 15k 136.12
2020-12-31 $1.0M 15k 68.06
2020-09-30 $1.2M 15k 82.92
2020-06-30 $1.4M 18k 78.75
2020-03-31 $7.0M 108k 64.73

More positions owned by RVW Wealth

American Century Investments U S Eqt Etf Us Eqt Etf (AVUS)
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Dimensional International Cr Eq Mkt ETF Intl Core Eqt Mk (DFAI)
Dimensional Us Core Equity Markt Etf Us Core Eqt Mkt (DFAU)
Pacer Fds Tr Us Cash Cows 100 Etf Us Cash Cows 100 (COWZ)
Ishares Trust Intl Qlty Factor Etf Msci Intl Qualty (IQLT)
Jp Morgan Etf Trust Us Qualty Fctr Etf Us Qualty Fctr (JQUA)
First Trst Nasdaq Rsng Risng Divd Achiv (RDVY)
Wisdomtree Us Quality Growth Etf Us Quality Grow (QGRW)
American Century Investments I Ntl Eqt Etf Intl Eqt Etf (AVDE)
First Trust Exch Traded Fund 2 Tech Alphadex Etf Tech Alphadex (FXL)
Avantis Us Small Cap Value Etf Us Sml Cp Valu (AVUV)
Dimensional Emerging Core Equity Mkt ETF Emgr Cre Eqt Mng (DFAE)
Ishares Etf Msci Usa Qlt Fct (QUAL)
Spdr Series Trust Portfolio Tl Stk Etf Portfoli S&p1500 (SPTM)

View all positions for RVW Wealth

Top funds holding WisdomTree LargeCap Value Fund

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

View all funds holding WisdomTree LargeCap Value Fund