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WisdomTree LargeCap Value Fund shares owned by Rockefeller Capital Management

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Rockefeller Capital Management from 13F filings

Historical chart of Rockefeller Capital Management investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Value Fund held by Rockefeller Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Rockefeller Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $344k 3.7k 93.31
2025-09-30 $123k 1.4k 91.06
2023-06-30 $362k 5.8k 62.56
2023-03-31 $1.2M 20k 58.62
2022-12-31 $1.2M 22k 57.02
2022-09-30 $1.2M 24k 51.03
2022-06-30 $1.6M 30k 53.00
2022-03-31 $1.8M 30k 61.56
2021-12-31 $2.0M 32k 63.36