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WisdomTree LargeCap Value Fund shares owned by ValMark Advisers

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by ValMark Advisers from 13F filings

Historical chart of ValMark Advisers investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by ValMark Advisers

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$1.3M	15k	91.01
2025-06-30	$1.4M	16k	86.40
2025-03-31	$1.3M	16k	82.17
2024-12-31	$1.4M	16k	83.58

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Vanguard Index Fds S&p 500 Etf Shs (VOO)

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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

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Vanguard Scottsdale Fds Inter Term Treas (VGIT)

Dbx Etf Tr Xtrack Usd High (HYLB)

Flexshares Tr Mornstar Upstr (GUNR)

Ishares Tr Global Reit Etf (REET)

Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for ValMark Advisers

Top funds holding WisdomTree LargeCap Value Fund

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Raymond James Financial

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Stifel Financial

Cambridge Investment Research Advisors

Onyx Bridge Wealth Group

Legacy Financial Advisors

Anderson Financial Strategies

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View all funds holding WisdomTree LargeCap Value Fund

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