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
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Quarterly reported holdings in WisdomTree LargeCap Value Fund by CWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.6M | 84k | 91.01 |
| 2025-06-30 | $7.8M | 90k | 86.39 |
| 2025-03-31 | $7.4M | 90k | 82.17 |
| 2024-12-31 | $7.6M | 91k | 83.58 |
| 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 | $7.6M | 127k | 59.77 |
| 2020-12-31 | $7.6M | 127k | 59.77 |
| 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 | $45k | 535 | 84.11 |
| 2018-12-31 | $96k | 1.3k | 74.02 |
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