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Kuehl Shepherd Kozlowski & Associates »

WisdomTree LargeCap Value Fund shares owned by Kuehl Shepherd Kozlowski & Associates

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Kuehl Shepherd Kozlowski & Associates from 13F filings

Historical chart of Kuehl Shepherd Kozlowski & Associates investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Value Fund held by Kuehl Shepherd Kozlowski & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Kuehl Shepherd Kozlowski & Associates

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$357k	3.9k	91.01
2025-06-30	$343k	3.9k	87.43
2025-03-31	$302k	3.9k	77.00

More positions owned by Kuehl Shepherd Kozlowski & Associates

Vanguard Index Fds Total Stk Mkt (VTI)

Vanguard Bd Index Fds Total Bnd Mrkt (BND)

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

American Centy Etf Tr Avantis Shfxdinc (AVSF)

American Centy Etf Tr Avantis Core Fi (AVIG)

Vanguard World Mega Cap Index (MGC)

Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

Vanguard Bd Index Fds Intermed Term (BIV)

Dimensional Etf Trust Internatnal Val (DFIV)

Ishares Tr Core S&p500 Etf (IVV)

American Centy Etf Tr Us Large Cap Vlu (AVLV)

Vanguard Index Fds Sm Cp Val Etf (VBR)

Schwab Strategic Tr Us Dividend Eq (SCHD)

Vanguard Index Fds Large Cap Etf (VV)

Ishares Tr Core Msci Total (IXUS)

View all positions for Kuehl Shepherd Kozlowski & Associates

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