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WisdomTree LargeCap Value Fund shares owned by Smith, Moore & Co.

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Smith, Moore & Co. from 13F filings

Historical chart of Smith, Moore & Co. investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Value Fund held by Smith, Moore & Co. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Smith, Moore & Co.

Quarter filed Position value Share count Share price at filing
2024-03-31 $234k 3.1k 75.60
2023-06-30 $200k 3.2k 62.55

More positions owned by Smith, Moore & Co.

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Specialized Funds Div App Etf (VIG)
Proshares Tr S&p 500 Dv Arist (NOBL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Smith, Moore & Co.

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
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Private Wealth Strategies
Envestnet Asset Management
Morgan Stanley
CWM
Team Financial Group
Cambridge Investment Research Advisors
Commonwealth Equity Services
AE Wealth Management
Kovack Advisors
Cetera Investment Advisers
CI Private Wealth
Stifel Financial

View all funds holding WisdomTree LargeCap Value Fund