WisdomTree LargeCap Value Fund shares owned by Hm Payson & Co
Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Hm Payson & Co
from 13F filings
Historical chart of Hm Payson & Co investment in WisdomTree LargeCap Value Fund
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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Hm Payson & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $8.4k | 100 | 83.58 |
| 2024-09-30 | $8.0k | 100 | 80.01 |
| 2024-06-30 | $7.3k | 100 | 72.99 |
| 2024-03-31 | $7.6k | 100 | 75.61 |
| 2023-12-31 | $6.9k | 100 | 68.53 |
| 2023-09-30 | $6.2k | 100 | 61.77 |
| 2023-06-30 | $6.3k | 100 | 62.56 |
| 2023-03-31 | $5.9k | 100 | 58.64 |
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