WisdomTree LargeCap Value Fund shares owned by Capital Investment Advisory Services
Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Capital Investment Advisory Services
from 13F filings
Historical chart of Capital Investment Advisory Services investment in WisdomTree LargeCap Value Fund
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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Capital Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $628k | 6.6k | 94.73 |
| 2025-12-31 | $56k | 600 | 93.29 |
| 2025-09-30 | $18k | 200 | 91.01 |
| 2025-06-30 | $17k | 200 | 86.40 |
| 2025-03-31 | $16k | 200 | 82.17 |
| 2024-12-31 | $17k | 200 | 83.58 |
| 2024-09-30 | $16k | 200 | 80.01 |
More positions owned by Capital Investment Advisory Services
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Top funds holding WisdomTree LargeCap Value Fund
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