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
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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 |
|---|---|---|---|
| 2025-09-30 | $172M | 1.9M | 91.01 |
| 2025-06-30 | $154M | 1.8M | 86.40 |
| 2025-03-31 | $11M | 131k | 82.17 |
| 2024-12-31 | $4.2M | 50k | 83.58 |
| 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 |
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