WisdomTree LargeCap Value Fund shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency investment in WisdomTree LargeCap Value Fund
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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $234k | 3.1k | 75.60 |
| 2023-12-31 | $212k | 3.1k | 68.53 |
| 2022-06-30 | $172k | 3.2k | 53.04 |
| 2022-03-31 | $186k | 3.0k | 61.53 |
| 2021-12-31 | $182k | 2.9k | 63.41 |
| 2021-09-30 | $175k | 3.0k | 59.28 |
| 2021-06-30 | $195k | 3.3k | 59.67 |
| 2021-03-31 | $184k | 1.6k | 112.61 |
| 2020-12-31 | $193k | 2.0k | 98.77 |
| 2020-09-30 | $178k | 2.2k | 82.79 |
| 2020-06-30 | $191k | 2.4k | 78.60 |
| 2020-03-31 | $230k | 3.6k | 64.62 |
| 2019-12-31 | $367k | 3.9k | 94.73 |
| 2019-09-30 | $154k | 1.8k | 87.15 |
| 2019-06-30 | $5.0k | 60 | 83.33 |
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