WisdomTree LargeCap Value Fund shares owned by Carlson Capital Management
Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Carlson Capital Management
from 13F filings
Historical chart of Carlson Capital Management investment in WisdomTree LargeCap Value Fund
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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Carlson Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $505k | 6.3k | 80.00 |
| 2024-06-30 | $525k | 7.2k | 72.99 |
| 2024-03-31 | $576k | 7.6k | 75.60 |
| 2023-12-31 | $5.4M | 79k | 68.53 |
| 2023-09-30 | $4.7M | 76k | 61.77 |
| 2023-06-30 | $4.8M | 76k | 62.55 |
| 2023-03-31 | $4.2M | 71k | 58.64 |
| 2022-12-31 | $2.1M | 36k | 57.02 |
| 2022-09-30 | $4.7M | 92k | 51.04 |
| 2022-06-30 | $1.6M | 30k | 53.00 |
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