WisdomTree LargeCap Value Fund shares owned by IFP Advisors
Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by IFP Advisors
from 13F filings
Historical chart of IFP Advisors investment in WisdomTree LargeCap Value Fund
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Quarterly reported holdings in WisdomTree LargeCap Value Fund by IFP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 15k | 91.01 |
| 2025-06-30 | $1.1M | 13k | 86.42 |
| 2025-03-31 | $372k | 4.5k | 82.15 |
| 2021-06-30 | $0 | 8 | 0.00 |
| 2021-03-31 | $0 | 4 | 0.00 |
| 2020-12-31 | $0 | 4 | 0.00 |
| 2020-09-30 | $0 | 4 | 0.00 |
| 2020-06-30 | $0 | 4 | 0.00 |
| 2020-03-31 | $0 | 4 | 0.00 |
| 2019-12-31 | $0 | 4 | 0.00 |
| 2018-12-31 | $13k | 176 | 73.86 |
| 2018-09-30 | $15k | 176 | 85.23 |
| 2017-03-31 | $18k | 255 | 70.59 |
| 2016-12-31 | $17k | 255 | 66.67 |
| 2016-09-30 | $16k | 255 | 62.75 |
Top funds holding WisdomTree LargeCap Value Fund
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