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Signature Estate and Investment Advisors »

WisdomTree LargeCap Value Fund shares owned by Signature Estate and Investment Advisors

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

Historical chart of Signature Estate and Investment 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 Signature Estate and Investment 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 Signature Estate and Investment Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$673k	7.4k	91.01
2025-06-30	$628k	7.3k	86.40
2025-03-31	$574k	7.0k	82.17
2024-12-31	$310k	3.7k	83.59

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View all positions for Signature Estate and Investment Advisors

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

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