Who owns WisdomTree LargeCap Value Fund?
- Ticker: WTV
- CUSIP Number: 97717W547
Tip: Access positions for across all investors
Analyze quarterly positions in WisdomTree LargeCap Value Fund with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of WisdomTree LargeCap Value Fund stock
Who bought or sold WisdomTree LargeCap Value Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| LPL Financial | 399k | $30M | 44% | Mar 2024 |
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| Raymond James Financial Services Advisors | 240k | $18M | 0% | Mar 2024 |
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| Legacy Financial Advisors | 189k | $14M | 100% | Mar 2024 |
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| Private Wealth Strategies | 183k | $14M | 1% | Mar 2024 |
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| Envestnet Asset Management | 116k | $8.7M | 2141% | Mar 2024 |
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| Morgan Stanley | 115k | $8.7M | 138% | Mar 2024 |
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| CWM | 102k | $7.7M | -2% | Mar 2024 |
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| Team Financial Group | 91k | $6.9M | 2% | Mar 2024 |
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| Cambridge Investment Research Advisors | 69k | $5.2M | 15% | Mar 2024 |
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| Commonwealth Equity Services | 61k | $4.6M | 25% | Mar 2024 |
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| AE Wealth Management | 51k | $3.8M | 38% | Mar 2024 |
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| Kovack Advisors | 51k | $3.8M | 0% | Mar 2024 |
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| CI Private Wealth | 45k | $3.4M | -1% | Mar 2024 |
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| Stifel Financial | 44k | $3.3M | 1% | Mar 2024 |
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| Jpmorgan Chase & Co | 37k | $2.8M | 548% | Mar 2024 |
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| RVW Wealth | 27k | $2.0M | -1% | Mar 2024 |
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| Kestra Advisory Services | 27k | $1.8M | 43% | Dec 2023 |
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| Raymond James & Associates | 25k | $1.9M | 0% | Mar 2024 |
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| Advisor Group Holdings | 25k | $1.9M | -22% | Mar 2024 |
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| Financial Advocates Investment Management | 19k | $1.2M | 100% | Mar 2024 |
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| Stratos Wealth Partners | 15k | $1.1M | 0% | Mar 2024 |
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| Susquehanna International | 14k | $1.1M | 100% | Mar 2024 |
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| Ashton Thomas Private Wealth | 12k | $928k | 27% | Mar 2024 |
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| Foresight Capital Management Advisors | 10k | $788k | 100% | Mar 2024 |
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| Mason & Associates | 10k | $788k | 100% | Mar 2024 |
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| Good Life Advisors | 9.1k | $688k | 34% | Mar 2024 |
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| Thrivent Financial for Lutherans | 7.7k | $578k | 100% | Mar 2024 |
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| Carlson Capital Management | 7.6k | $576k | -90% | Mar 2024 |
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| Peapack Gladstone Financial Corp | 6.6k | $501k | 0% | Mar 2024 |
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| Flagship Harbor Advisors | 5.9k | $446k | 100% | Mar 2024 |
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| LRI Investments | 5.4k | $411k | 100% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 5.1k | $384k | 6% | Mar 2024 |
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| Wharton Business Group | 4.9k | $369k | -27% | Mar 2024 |
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| O'Brien Greene & Co | 4.6k | $348k | 2% | Mar 2024 |
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| Koshinski Asset Management | 4.0k | $300k | -15% | Mar 2024 |
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| Atlantic Trust | 3.8k | $284k | 0% | Mar 2024 |
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| Belpointe Asset Management | 3.3k | $252k | 100% | Mar 2024 |
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| Betterment | 3.1k | $237k | 2% | Mar 2024 |
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| Smith, Moore & Co. | 3.1k | $234k | 100% | Mar 2024 |
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| Patriot Financial Group Insurance Agency | 3.1k | $234k | 0% | Mar 2024 |
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| Cambria Investment Management | 3.0k | $229k | -23% | Mar 2024 |
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| Concurrent Investment Advisors | 2.9k | $223k | 0% | Mar 2024 |
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| Atria Wealth Solutions | 2.7k | $206k | 100% | Mar 2024 |
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| Avalon Trust | 2.0k | $155k | 0% | Mar 2024 |
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| Principal Securities | 1.9k | $147k | 100% | Mar 2024 |
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| Private Trust Co Na | 1.2k | $87k | -6% | Mar 2024 |
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| Ancora Advisors | 850.00 | $64k | 0% | Mar 2024 |
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| Geneos Wealth Management | 800.00 | $61k | 0% | Mar 2024 |
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| ICA Group Wealth Management | 542.00 | $41k | 0% | Mar 2024 |
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| Harbour Investments | 500.00 | $34k | 0% | Dec 2023 |
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| DB Wealth Management Group | 358.00 | $25k | 100% | Dec 2023 |
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| Brian McDonald | 342.00 | $26k | -8% | Mar 2024 |
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| Huntington National Bank | 309.00 | $23k | -44% | Mar 2024 |
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| Creative Financial Designs | 279.00 | $21k | 17% | Mar 2024 |
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| Us Bancorp | 220.00 | $17k | 100% | Mar 2024 |
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| Royal Bank of Canada | 216.00 | $16k | -66% | Mar 2024 |
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| Householder Group Estate & Retirement Specialist | 194.00 | $15k | 0% | Mar 2024 |
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| Morton Brown Family Wealth | 164.00 | $12k | 100% | Mar 2024 |
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| William Blair $ Company | 144.00 | $11k | 0% | Mar 2024 |
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| Hilltop National Bank | 138.00 | $10k | 100% | Mar 2024 |
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| Aptus Capital Advisors | 75.00 | $5.7k | 100% | Mar 2024 |
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| Coppell Advisory Solutions | 75.00 | $5.1k | 100% | Dec 2023 |
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| Wells Fargo & Company | 0 | $0 | -100% | Mar 2024 |
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Who sold out of WisdomTree LargeCap Value Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Personal Resources Investment & Strategic Management | Dec 2023 | 4.2k | $289k |
| Coulter & Justus Financial Services | Dec 2023 | 3.7k | $255k |