WisdomTree LargeCap Value Fund shares owned by Financial Advocates Investment Management
Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Financial Advocates Investment Management
from 13F filings
Historical chart of Financial Advocates Investment Management investment in WisdomTree LargeCap Value Fund
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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Financial Advocates Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $929k | 11k | 83.58 |
| 2024-09-30 | $1.1M | 13k | 79.47 |
| 2024-06-30 | $1.0M | 14k | 72.99 |
| 2024-03-31 | $1.2M | 19k | 66.51 |
| 2019-03-31 | $276k | 3.3k | 84.71 |
| 2018-12-31 | $242k | 3.3k | 74.30 |
| 2018-09-30 | $347k | 4.0k | 87.03 |
| 2018-06-30 | $287k | 3.5k | 81.98 |
| 2018-03-31 | $295k | 3.7k | 80.78 |
| 2017-12-31 | $301k | 3.7k | 82.34 |
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