WisdomTree LargeCap Value Fund shares owned by Harbour Investments
Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Harbour Investments
from 13F filings
Historical chart of Harbour Investments investment in WisdomTree LargeCap Value Fund
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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Harbour Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 18k | 91.01 |
| 2025-06-30 | $1.4M | 16k | 86.40 |
| 2025-03-31 | $1.2M | 15k | 82.17 |
| 2024-12-31 | $48k | 579 | 83.58 |
| 2024-09-30 | $40k | 500 | 80.00 |
| 2024-06-30 | $37k | 500 | 72.99 |
| 2024-03-31 | $38k | 500 | 75.60 |
| 2023-12-31 | $34k | 500 | 68.53 |
| 2023-09-30 | $31k | 500 | 61.77 |
| 2023-06-30 | $6.3k | 100 | 62.55 |
| 2023-03-31 | $5.9k | 100 | 58.64 |
| 2022-12-31 | $5.7k | 100 | 57.02 |
| 2022-09-30 | $5.0k | 100 | 50.00 |
| 2022-06-30 | $5.0k | 100 | 50.00 |
| 2021-12-31 | $6.0k | 100 | 60.00 |
| 2021-09-30 | $6.0k | 100 | 60.00 |
| 2021-06-30 | $6.0k | 100 | 60.00 |
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