WisdomTree LargeCap Value Fund shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in WisdomTree LargeCap Value Fund
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All positions including WisdomTree LargeCap Value Fund held by Kestra Advisory Services consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $6.2M | 85k | 72.99 |
2024-03-31 | $3.9M | 52k | 75.61 |
2023-12-31 | $1.8M | 27k | 68.53 |
2023-09-30 | $1.1M | 19k | 61.77 |
2023-03-31 | $15M | 261k | 58.64 |
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