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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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 198k | 91.01 |
| 2025-06-30 | $19M | 215k | 86.40 |
| 2025-03-31 | $19M | 229k | 82.17 |
| 2024-12-31 | $9.4M | 112k | 83.58 |
| 2024-09-30 | $5.1M | 64k | 80.00 |
| 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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