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WisdomTree LargeCap Value Fund shares owned by Willner & Heller

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Willner & Heller from 13F filings

Historical chart of Willner & Heller investment in WisdomTree LargeCap Value Fund

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.001220.927k220.9275k220.928k220.9285k220.929k26422,642.526432,643.52644
Value ($)Share countHistorical WTV position of Willner & Heller Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Willner & Heller

Quarter filed Position value Share count Share price at filing
2024-12-31 $221k 2.6k 83.59

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View all positions for Willner & Heller

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
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Horizon Wealth Management
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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