Sigma Planning »

WisdomTree LargeCap Value Fund shares owned by Sigma Planning

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

Historical chart of Sigma Planning investment in WisdomTree LargeCap Value Fund

Oct 62024Oct 20Nov 3Nov 17Dec 1Dec 15Dec 29316k318k320k375038003850390039504000
Value ($)Share countHistorical WTV position of Sigma Planning Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree LargeCap Value Fund by Sigma Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $315k 3.8k 83.59
2024-09-30 $320k 4.0k 80.00

More positions owned by Sigma Planning

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Sigma Planning

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Raymond James Financial
Horizon Wealth Management
Personal Resources Investment & Strategic Management
Raymond James Financial Services Advisors
Legacy Financial Advisors
Anderson Financial Strategies
Morgan Stanley
Lido Advisors
Kestra Advisory Services
Jpmorgan Chase & Co
Team Financial Group
Solano Wealth Investment Advisors
Flagship Harbor Advisors
CWM

View all funds holding WisdomTree LargeCap Value Fund