WisdomTree LargeCap Value Fund shares owned by Stifel Financial
Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Stifel Financial
from 13F filings
Historical chart of Stifel Financial investment in WisdomTree LargeCap Value Fund
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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Stifel Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $28M | 306k | 91.01 |
| 2025-06-30 | $15M | 177k | 86.40 |
| 2025-03-31 | $27M | 327k | 82.17 |
| 2024-12-31 | $3.7M | 44k | 83.58 |
| 2024-09-30 | $3.5M | 44k | 80.00 |
| 2024-06-30 | $3.0M | 42k | 72.99 |
| 2024-03-31 | $3.3M | 44k | 75.60 |
| 2023-12-31 | $3.0M | 43k | 68.53 |
| 2023-09-30 | $3.3M | 54k | 61.77 |
| 2023-06-30 | $3.3M | 53k | 62.55 |
| 2023-03-31 | $2.8M | 47k | 58.64 |
| 2022-12-31 | $1.9M | 34k | 57.02 |
| 2022-09-30 | $1.7M | 34k | 51.05 |
| 2022-06-30 | $1.9M | 36k | 53.01 |
| 2022-03-31 | $2.2M | 36k | 61.59 |
| 2021-12-31 | $2.2M | 34k | 63.37 |
| 2021-09-30 | $2.1M | 36k | 59.33 |
| 2016-12-31 | $451k | 6.7k | 67.73 |
| 2016-09-30 | $305k | 4.9k | 62.64 |
| 2016-06-30 | $251k | 4.0k | 62.45 |
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