WisdomTree LargeCap Value Fund shares owned by RVW Wealth
Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by RVW Wealth
from 13F filings
Historical chart of RVW Wealth investment in WisdomTree LargeCap Value Fund
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Quarterly reported holdings in WisdomTree LargeCap Value Fund by RVW Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $866k | 9.5k | 91.01 |
| 2025-06-30 | $823k | 9.5k | 86.40 |
| 2025-03-31 | $787k | 9.6k | 82.17 |
| 2024-12-31 | $801k | 9.6k | 83.58 |
| 2024-09-30 | $788k | 9.8k | 80.00 |
| 2024-06-30 | $722k | 9.9k | 72.99 |
| 2024-03-31 | $2.0M | 27k | 75.60 |
| 2023-12-31 | $1.9M | 27k | 68.53 |
| 2023-09-30 | $1.7M | 27k | 61.77 |
| 2023-06-30 | $1.7M | 27k | 62.55 |
| 2023-03-31 | $1.6M | 27k | 58.64 |
| 2022-12-31 | $1.6M | 27k | 57.02 |
| 2022-09-30 | $1.4M | 28k | 51.03 |
| 2022-06-30 | $1.5M | 28k | 52.99 |
| 2022-03-31 | $1.7M | 28k | 61.59 |
| 2021-12-31 | $2.0M | 28k | 72.59 |
| 2021-09-30 | $2.0M | 28k | 71.29 |
| 2021-06-30 | $2.0M | 28k | 71.15 |
| 2021-03-31 | $2.0M | 15k | 136.12 |
| 2020-12-31 | $1.0M | 15k | 68.06 |
| 2020-09-30 | $1.2M | 15k | 82.92 |
| 2020-06-30 | $1.4M | 18k | 78.75 |
| 2020-03-31 | $7.0M | 108k | 64.73 |
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