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WisdomTree LargeCap Value Fund shares owned by Wedbush Morgan Securities

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Wedbush Morgan Securities from 13F filings

Historical chart of Wedbush Morgan Securities investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Wedbush Morgan Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $620k 6.8k 91.08

More positions owned by Wedbush Morgan Securities

Vanguard S&p 500 Etf idx (VOO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Amazon (AMZN)
Invesco Qqq Trust Series 1 (QQQ)
Alphabet Inc Class A cs (GOOGL)
Facebook Inc cl a (META)
Spdr S&p 500 Etf (SPY)
Tesla Motors (TSLA)
Alphabet Inc Class C cs (GOOG)
Ishares 0-3 Month Treasury Bd Etf (SGOV)
Palantir Technologies (PLTR)
JPMorgan Chase & Co. (JPM)

View all positions for Wedbush Morgan Securities

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