WisdomTree LargeCap Value Fund shares owned by Householder Group Estate & Retirement Specialist
Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Householder Group Estate & Retirement Specialist
from 13F filings
Historical chart of Householder Group Estate & Retirement Specialist investment in WisdomTree LargeCap Value Fund
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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Householder Group Estate & Retirement Specialist
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $16k | 194 | 82.47 |
| 2024-09-30 | $15k | 194 | 77.32 |
| 2024-06-30 | $14k | 194 | 72.16 |
| 2024-03-31 | $15k | 194 | 75.60 |
| 2023-12-31 | $13k | 194 | 67.01 |
| 2023-09-30 | $12k | 194 | 61.77 |
| 2023-03-31 | $11k | 194 | 56.70 |
| 2022-09-30 | $9.0k | 194 | 46.39 |
More positions owned by Householder Group Estate & Retirement Specialist
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