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WisdomTree LargeCap Value Fund shares owned by Sonoma Allocations

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

Historical chart of Sonoma Allocations investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Sonoma Allocations

Quarter filed Position value Share count Share price at filing
2026-03-31 $711k 7.5k 94.87

More positions owned by Sonoma Allocations

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)
Goldman Sachs Physical Gold Unit (AAAU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr European Opportu (OPPE)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Dbx Etf Tr Xtrack Msci Euro (DBEZ)
Altshares Trust Event-driven Etf (EVNT)

View all positions for Sonoma Allocations

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Envestnet Asset Management
Morgan Stanley
Raymond James Financial
Advisor Group Holdings
HighTower Advisors
Cetera Investment Advisers
Kestra Advisory Services
Stifel Financial
Bank of America Corporation
Northwestern Mutual Wealth Management Company
Lido Advisors
Mariner Wealth Advisors
Independent Advisor Alliance
Resolute Capital

View all funds holding WisdomTree LargeCap Value Fund