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WisdomTree LargeCap Value Fund shares owned by Wealth Enhancement Advisory Services

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

Historical chart of Wealth Enhancement Advisory Services investment in WisdomTree LargeCap Value Fund

Jan 2024Mar 2024May 2024Jul 2024Sep 2024Nov 2024Jan 2025340k360k380k400k4800490050005100
Value ($)Share countHistorical WTV position of Wealth Enhancement Advisory … Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $409k 5.1k 80.01
2024-06-30 $372k 5.1k 72.99
2024-03-31 $384k 5.1k 75.60
2023-12-31 $328k 4.8k 68.53

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Ishares Tr Msci Intl Moment (IMTM)
Alps Etf Tr Smith Core Plus (SMTH)
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Fundamental Intl (FNDF)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Wealth Enhancement Advisory Services

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