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WisdomTree LargeCap Value Fund shares owned by Sanctuary Advisors

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

Historical chart of Sanctuary 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 Sanctuary 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 Sanctuary Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.9M 52k 93.30
2025-09-30 $5.0M 55k 91.01
2025-06-30 $670k 7.8k 86.40
2025-03-31 $3.3M 40k 82.17

More positions owned by Sanctuary Advisors

Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Eli Lilly & Co. (LLY)
Broadcom (AVGO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
JPMorgan Chase & Co. (JPM)
Ishares Tr S&p 500 Val Etf (IVE)
NVIDIA Corporation Call Option (NVDA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Meta Platforms Cl A (META)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Sanctuary Advisors

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
Wealth Enhancement Advisory Services
Stifel Financial
Lido Advisors
Resolute Capital
Onyx Bridge Wealth Group
Legacy Financial Advisors
Anderson Financial Strategies

View all funds holding WisdomTree LargeCap Value Fund