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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
2025-09-30 $9.4M 103k 91.01
2025-06-30 $8.9M 103k 86.40
2025-03-31 $8.0M 97k 82.17
2024-12-31 $8.3M 99k 83.58
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)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Pgim Total Return Bond Etf Etf (PTRB)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Pgim Short Duration Multi-sector Bond Etf Etf (PSDM)
Pacer Us Large Cap Cash Cows Growth Leaders Etf Etf (COWG)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)
Avantis U.s. Mid Cap Value Etf Etf (AVMV)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Wisdomtree Enhanced Commodity Stgy Etf (GCC)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)

View all positions for Team Financial Group

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