WisdomTree LargeCap Value Fund shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in WisdomTree LargeCap Value Fund
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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.3M | 16k | 80.16 |
| 2024-09-30 | $1.4M | 17k | 80.00 |
| 2024-03-31 | $1.9M | 25k | 75.60 |
| 2023-12-31 | $2.2M | 32k | 68.53 |
| 2023-09-30 | $1.4M | 22k | 61.77 |
| 2023-06-30 | $705k | 11k | 62.55 |
| 2023-03-31 | $918k | 16k | 58.64 |
| 2022-12-31 | $638k | 11k | 57.00 |
| 2022-09-30 | $591k | 12k | 50.85 |
| 2022-06-30 | $611k | 12k | 52.73 |
| 2022-03-31 | $5.0M | 81k | 61.21 |
| 2021-12-31 | $5.0M | 80k | 63.09 |
| 2021-09-30 | $4.5M | 76k | 59.32 |
| 2021-06-30 | $280k | 4.7k | 59.79 |
| 2021-03-31 | $233k | 2.1k | 112.00 |
| 2020-12-31 | $78k | 792 | 98.00 |
| 2020-09-30 | $226k | 2.8k | 82.00 |
| 2020-06-30 | $217k | 2.8k | 78.00 |
| 2020-03-31 | $188k | 2.9k | 64.00 |
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