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WisdomTree LargeCap Value Fund shares owned by Smith, Moore & Co.

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Smith, Moore & Co. from 13F filings

Historical chart of Smith, Moore & Co. investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Value Fund held by Smith, Moore & Co. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Smith, Moore & Co.

Quarter filed Position value Share count Share price at filing
2024-09-30 $234k 2.9k 80.00
2024-06-30 $226k 3.1k 72.99
2024-03-31 $234k 3.1k 75.60
2023-06-30 $200k 3.2k 62.55

More positions owned by Smith, Moore & Co.

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Specialized Funds Div App Etf (VIG)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Income Etf (JPIE)

View all positions for Smith, Moore & Co.

Top funds holding WisdomTree LargeCap Value Fund

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CWM
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AE Wealth Management
Commonwealth Equity Services
Modern Wealth Management
Leslie Global Wealth
Global Retirement Partners
Kestra Advisory Services

View all funds holding WisdomTree LargeCap Value Fund