Sound Income Strategies »

WisdomTree LargeCap Value Fund shares owned by Sound Income Strategies

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Sound Income Strategies from 13F filings

Historical chart of Sound Income Strategies investment in WisdomTree LargeCap Value Fund

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.00149.98k49.9805k49.981k49.9815k49.982k597597.5598598.5599
Value ($)Share countHistorical WTV position of Sound Income Strategies Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree LargeCap Value Fund by Sound Income Strategies

Quarter filed Position value Share count Share price at filing
2024-12-31 $50k 598 83.58

More positions owned by Sound Income Strategies

Hercules Technology Growth Capital (HTGC)
Ares Capital Corporation (ARCC)
Sixth Street Specialty Lending (TSLX)
Golub Capital BDC (GBDC)
Owl Rock Capital Corporation (OBDC)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vaneck Vectors Etf Tr Emerging Mkts Hi (HYEM)
Ishares Jp Mrgn Em Hi Bd (EMHY)
Pennantpark Floating Rate Capi (PFLT)
First Tr Exchng Traded Fd Vi Tcw Emerging Mkt (EFIX)
Common Stockblackstone Secd Lending Business Development Company (BXSL)
Tidal Etf Tr Sound Enhanced (FXED)
At&t (T)
Enbridge (ENB)
International Business Machines (IBM)

View all positions for Sound Income Strategies

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Raymond James Financial
Horizon Wealth Management
Personal Resources Investment & Strategic Management
Raymond James Financial Services Advisors
Legacy Financial Advisors
Anderson Financial Strategies
Morgan Stanley
Lido Advisors
Kestra Advisory Services
Jpmorgan Chase & Co
Team Financial Group
Solano Wealth Investment Advisors
Flagship Harbor Advisors
CWM

View all funds holding WisdomTree LargeCap Value Fund