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WisdomTree LargeCap Value Fund shares owned by Change Path

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

Historical chart of Change Path investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Change Path

Quarter filed Position value Share count Share price at filing
2025-09-30 $953k 11k 91.01
2025-06-30 $892k 10k 86.40

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Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
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Legacy Financial Advisors
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View all funds holding WisdomTree LargeCap Value Fund