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WisdomTree LargeCap Value Fund shares owned by United Advisor Group

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

Historical chart of United Advisor 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 United Advisor 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 United Advisor Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 12k 91.01
2025-06-30 $543k 6.3k 86.39
2025-03-31 $381k 4.6k 82.17
2024-12-31 $208k 2.5k 83.58

More positions owned by United Advisor Group

NVIDIA Corporation (NVDA)
Apple (AAPL)
Palantir Technologies Cl A (PLTR)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ea Series Trust Strive 500 Etf (STRV)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Wisdomtree Tr Us Largecap Divd (DLN)
Tesla Motors (TSLA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Alphabet Cap Stk Cl A (GOOGL)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)

View all positions for United Advisor 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