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WisdomTree LargeCap Value Fund shares owned by Atlantic Trust

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Atlantic Trust from 13F filings

Historical chart of Atlantic Trust investment in WisdomTree LargeCap Value Fund

Nov 2023Jan 2024Mar 2024May 2024Jul 2024Sep 2024Nov 2024Jan 2025240k260k280k300k320k37733,773.537743,774.53775
Value ($)Share countHistorical WTV position of Atlantic Trust Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Atlantic Trust

Quarter filed Position value Share count Share price at filing
2024-12-31 $317k 3.8k 83.91
2024-09-30 $302k 3.8k 80.00
2024-06-30 $273k 3.8k 72.42
2024-03-31 $284k 3.8k 75.25
2023-09-30 $233k 3.8k 61.77

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JPMorgan Chase & Co. (JPM)
UnitedHealth (UNH)
FTAI Aviation SHS (FTAI)
salesforce (CRM)
Meta Platforms Cl A (META)
AstraZeneca Sponsored Adr (AZN)

View all positions for Atlantic Trust

Top funds holding WisdomTree LargeCap Value Fund

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View all funds holding WisdomTree LargeCap Value Fund