WisdomTree LargeCap Value Fund shares owned by Creative Financial Designs
Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Creative Financial Designs
from 13F filings
Historical chart of Creative Financial Designs investment in WisdomTree LargeCap Value Fund
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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Creative Financial Designs
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $4.9M | 48k | 101.72 |
| 2026-03-31 | $33k | 347 | 94.73 |
| 2025-12-31 | $32k | 347 | 93.30 |
| 2025-09-30 | $32k | 347 | 91.01 |
| 2025-06-30 | $30k | 347 | 86.40 |
| 2025-03-31 | $21k | 250 | 82.17 |
| 2024-12-31 | $24k | 284 | 83.58 |
| 2024-09-30 | $23k | 284 | 80.00 |
| 2024-06-30 | $21k | 284 | 72.99 |
| 2024-03-31 | $21k | 279 | 75.61 |
| 2023-12-31 | $16k | 238 | 68.53 |
| 2023-09-30 | $124 | 2 | 62.00 |
| 2023-06-30 | $125 | 2 | 62.50 |
| 2023-03-31 | $117 | 2 | 58.50 |
| 2022-12-31 | $114 | 2 | 57.00 |
| 2022-09-30 | $0 | 2 | 0.00 |
| 2022-06-30 | $0 | 2 | 0.00 |
| 2022-03-31 | $0 | 2 | 0.00 |
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