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WisdomTree LargeCap Value Fund shares owned by Smartleaf Asset Management

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Smartleaf Asset Management from 13F filings

Historical chart of Smartleaf Asset Management investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Smartleaf Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.5M 50k 91.03
2025-06-30 $4.1M 48k 85.93
2025-03-31 $3.8M 46k 81.36

More positions owned by Smartleaf Asset Management

NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard World Mega Cap Val Etf (MGV)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
JPMorgan Chase & Co. (JPM)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Wisdomtree Tr Us Quality Grow (QGRW)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Smartleaf Asset Management

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