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WisdomTree LargeCap Value Fund shares owned by CWM

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

Historical chart of CWM investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by CWM

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.4M 93k 80.00
2024-06-30 $6.9M 94k 72.99
2024-03-31 $7.7M 102k 75.61
2023-12-31 $7.1M 104k 68.53
2023-09-30 $6.7M 109k 61.76
2023-06-30 $7.0M 111k 62.56
2023-03-31 $6.6M 113k 58.64
2022-12-31 $6.6M 115k 57.02
2022-09-30 $6.0M 117k 51.04
2022-06-30 $6.4M 121k 53.00
2022-03-31 $7.4M 121k 61.59
2021-12-31 $7.8M 124k 63.37
2021-06-30 $7.6M 127k 59.77
2021-03-31 $7.4M 66k 112.60
2020-12-31 $8.8M 89k 98.67
2020-09-30 $44k 535 82.24
2020-06-30 $42k 535 78.50
2020-03-31 $35k 535 65.42
2019-12-31 $51k 535 95.33
2019-09-30 $47k 535 87.85
2019-06-30 $46k 535 85.98
2019-03-31 $7.6M 127k 59.77
2018-12-31 $96k 1.3k 74.02