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WisdomTree LargeCap Value Fund shares owned by Solano Wealth Investment Advisors

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

Historical chart of Solano Wealth 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 Solano Wealth 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 Solano Wealth Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 13k 91.02
2025-06-30 $1.2M 14k 86.40
2025-03-31 $2.0M 24k 82.17
2024-12-31 $8.2M 98k 83.58