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WisdomTree LargeCap Value Fund shares owned by Valued Retirements

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

Historical chart of Valued Retirements investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Valued Retirements

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 15k 86.40
2025-06-30 $1.3M 15k 86.40

More positions owned by Valued Retirements

Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Internatnal Val (DFIV)
Fidelity Covington Trust High Divid Etf (FDVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Exxon Mobil Corporation (XOM)
Sprott Physical Gold Tr Unit (PHYS)
Apple (AAPL)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Gold Tr Ishares New (IAU)
Microsoft Corporation (MSFT)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
American Centy Etf Tr Us Quality Grow (QGRO)

View all positions for Valued Retirements

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