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WisdomTree LargeCap Value Fund shares owned by Trustmark National Bank - Trust Department

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Trustmark National Bank - Trust Department from 13F filings

Historical chart of Trustmark National Bank - Trust Department investment in WisdomTree LargeCap Value Fund

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All positions including WisdomTree LargeCap Value Fund held by Trustmark National Bank - Trust Department consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Trustmark National Bank - Trust Department

Quarter filed Position value Share count Share price at filing
2025-09-30 $239k 2.6k 91.01
2025-06-30 $227k 2.6k 86.40

More positions owned by Trustmark National Bank - Trust Department

Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Fltg Rate Nt Etf (FLOT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
International Business Machines (IBM)

View all positions for Trustmark National Bank - Trust Department

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