WisdomTree LargeCap Value Fund shares owned by Private Wealth Strategies
Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Private Wealth Strategies
from 13F filings
Historical chart of Private Wealth Strategies investment in WisdomTree LargeCap Value Fund
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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Private Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $14M | 186k | 72.99 |
| 2024-03-31 | $14M | 183k | 75.60 |
| 2023-12-31 | $12M | 181k | 68.53 |
| 2023-09-30 | $11M | 180k | 61.77 |
| 2023-06-30 | $11M | 180k | 62.55 |
| 2023-03-31 | $10M | 177k | 58.64 |
| 2022-12-31 | $10M | 175k | 57.02 |
| 2022-09-30 | $8.7M | 170k | 51.07 |
| 2022-06-30 | $8.9M | 169k | 53.01 |
| 2022-03-31 | $10M | 164k | 61.55 |
| 2020-03-31 | $8.7M | 134k | 64.66 |
| 2019-12-31 | $13M | 133k | 94.85 |
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