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WisdomTree LargeCap Value Fund shares owned by USAdvisors Wealth Management

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by USAdvisors Wealth Management from 13F filings

Historical chart of USAdvisors Wealth Management investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Value Fund held by USAdvisors Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by USAdvisors Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.7M 63k 91.00
2025-06-30 $5.1M 59k 86.01

More positions owned by USAdvisors Wealth Management

Invesco Qqq Trust Nasdaq 100 ETF (QQQ) (QQQ)
Schwab Us Large Cap Value Etf Us Lcap Va Etf (schv) (SCHV)
Schwab Us Large Cap Growth Etf Us Lcap Gr Etf(schg) (SCHG)
Fidelity Total Bond Etf Total Bd Etf (fbnd) (FBND)
J P Morgan Hedged Equity Laddered Overlay Etf Helo (HELO)
Avantis US Small Cap Value ETF Small Cap Etf (avuv) (AVUV)
Ishs Msci Intl Quality Fact Etf Intl Qlty Factor(iqlt) (IQLT)
Invesco Exchange-traded Fd Tr Invesc S&p Mdcp Quality (xmhq) (XMHQ)
Invesco S&p Small Cap Momentm Etf S&p Smlcp Moment (xsmo) (XSMO)
Spdr S&p 500 Etf Tr Unit (spy) (SPY)
Pimco Active Bond Etf (BOND) Active Bond ETF (BOND)
Schwab Us Dividend Equity Etf Us Dividend Eq (schd) (SCHD)
Columbia Research Enhanced Cr Etf Recs (RECS)
Wisdom Tree U S Value Etf WTV (WTV)
Invesco Total Return Bond Etf Ttl Return Bnd Etf (gto) (GTO)

View all positions for USAdvisors Wealth Management

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