Willner & Heller »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $278k 3.1k 91.01
2025-06-30 $244k 2.8k 86.40
2025-03-31 $217k 2.6k 82.17
2024-12-31 $221k 2.6k 83.59

More positions owned by Willner & Heller

NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Microsoft Corporation (MSFT)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Amazon (AMZN)
Broadcom (AVGO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl A (GOOGL)
Cathay General Ban (CATY)
Goldman Sachs (GS)
Abbvie (ABBV)
Vanguard World Mega Grwth Ind (MGK)
Lam Research Corp Com New (LRCX)
Ishares Tr Rus Md Cp Gr Etf (IWP)

View all positions for Willner & Heller

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