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
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree LargeCap Value Fund held by Stifel Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in WisdomTree LargeCap Value Fund by Stifel Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
Top funds holding WisdomTree LargeCap Value Fund
View all funds holding WisdomTree LargeCap Value Fund