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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

Tip: Access up to 7 years of quarterly data

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

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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
2024-03-31 $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