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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

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.0011.359762M1.3597625M1.359763M1.3597635M1.359764M16.268k16.2685k16.269k16.2695k16.27k
Value ($)Share countHistorical WTV position of ValMark Advisers Source: stockzoa.comValue ($)Share count

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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
2024-12-31 $1.4M 16k 83.58

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Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Dbx Etf Tr Xtrack Usd High (HYLB)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)
Flexshares Tr Mornstar Upstr (GUNR)

View all positions for ValMark Advisers

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Raymond James Financial
Horizon Wealth Management
Personal Resources Investment & Strategic Management
Raymond James Financial Services Advisors
Legacy Financial Advisors
Anderson Financial Strategies
Morgan Stanley
Lido Advisors
Kestra Advisory Services
Jpmorgan Chase & Co
Team Financial Group
Solano Wealth Investment Advisors
Flagship Harbor Advisors
CWM

View all funds holding WisdomTree LargeCap Value Fund