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WisdomTree LargeCap Value Fund shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset Management investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.0M 63k 80.00
2024-06-30 $8.1M 111k 72.99
2024-03-31 $8.7M 116k 75.60
2023-09-30 $318k 5.2k 61.76
2019-09-30 $270k 3.1k 87.52
2017-06-30 $120k 1.7k 72.12
2017-03-31 $236k 3.4k 70.15
2016-12-31 $2.7M 39k 67.66
2016-09-30 $2.6M 41k 63.56
2016-06-30 $2.6M 42k 62.43
2016-03-31 $1.7M 27k 62.97
2014-12-31 $26k 394 65.99