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
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree LargeCap Value Fund held by Creative Financial Designs consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in WisdomTree LargeCap Value Fund by Creative Financial Designs
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
More positions owned by Creative Financial Designs
View all positions for Creative Financial Designs
Top funds holding WisdomTree LargeCap Value Fund
View all funds holding WisdomTree LargeCap Value Fund