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WisdomTree LargeCap Value Fund shares owned by Team Financial Group

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Team Financial Group from 13F filings

Historical chart of Team Financial Group investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Team Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.8M 98k 80.00
2024-06-30 $7.0M 96k 72.99
2024-03-31 $6.9M 91k 75.60
2023-12-31 $6.1M 89k 68.53
2023-09-30 $5.2M 85k 61.77

More positions owned by Team Financial Group

Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Wisdomtree U.s. Largecap Fund Etf (EPS)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Wisdomtree U.s. Multifactor Fund Etf (USMF)
Pgim Total Return Bond Etf Etf (PTRB)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Pgim Short Duration Multi-sector Bond Etf Etf (PSDM)
Wisdomtree Us Smallcap Quality Dividend Growth Fund Etf (DGRS)
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)
Spdr Gold Minishares Trust Etf (GLDM)
Pacer Us Large Cap Cash Cows Growth Leaders Etf Etf (COWG)
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)
Wisdomtree Enhanced Commodity Stgy Etf (GCC)

View all positions for Team Financial Group

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Personal Resources Investment & Strategic Management
Raymond James Financial Services Advisors
Legacy Financial Advisors
Private Wealth Strategies
Morgan Stanley
Envestnet Asset Management
Team Financial Group
CWM
Jpmorgan Chase & Co
Kestra Advisory Services
Commonwealth Equity Services
AE Wealth Management
Leslie Global Wealth
Raymond James & Associates

View all funds holding WisdomTree LargeCap Value Fund