WisdomTree LargeCap Value Fund shares owned by Balasa Dinverno & Foltz
Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Balasa Dinverno & Foltz
from 13F filings
Historical chart of Balasa Dinverno & Foltz investment in WisdomTree LargeCap Value Fund
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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Balasa Dinverno & Foltz
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $2.7M | 52k | 51.04 |
| 2022-06-30 | $2.8M | 52k | 52.99 |
| 2022-03-31 | $3.2M | 52k | 61.59 |
| 2021-12-31 | $3.3M | 52k | 63.37 |
| 2021-09-30 | $3.1M | 52k | 59.32 |
| 2021-06-30 | $3.3M | 55k | 59.78 |
| 2021-03-31 | $3.1M | 28k | 112.61 |
| 2020-12-31 | $2.7M | 27k | 98.69 |
| 2020-09-30 | $2.2M | 27k | 82.89 |
| 2020-06-30 | $2.1M | 27k | 78.75 |
| 2020-03-31 | $1.7M | 26k | 64.72 |
| 2019-12-31 | $2.5M | 26k | 94.87 |
| 2019-09-30 | $2.4M | 27k | 87.42 |
| 2019-06-30 | $2.4M | 27k | 86.87 |
| 2019-03-31 | $2.2M | 26k | 84.71 |
| 2018-12-31 | $2.0M | 26k | 74.27 |
| 2018-09-30 | $2.3M | 26k | 87.10 |
| 2018-06-30 | $2.2M | 27k | 82.49 |
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