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WisdomTree LargeCap Value Fund shares owned by Summit Investment Advisors

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

Historical chart of Summit 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 Summit 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 Summit Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $15M 160k 91.01
2025-06-30 $10M 120k 86.40
2025-03-31 $9.2M 112k 82.17

More positions owned by Summit Investment Advisors

NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Broadcom (AVGO)
Ishares Tr Etf (IVV)
Alphabet Inc Class C cs (GOOG)
Spdr Series Trust Etf (ONEV)
Vanguard Europe Pacific ETF (VEA)
Facebook Inc cl a (META)
Vanguard S&p 500 Etf idx (VOO)
Invesco Qqq Trust Series 1 (QQQ)
iShares Lehman Aggregate Bond (AGG)
Tesla Motors (TSLA)
Alphabet Inc Class A cs (GOOGL)

View all positions for Summit Investment Advisors

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