WisdomTree LargeCap Value Fund shares owned by Stratos Wealth Partners
Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Stratos Wealth Partners
from 13F filings
Historical chart of Stratos Wealth Partners investment in WisdomTree LargeCap Value Fund
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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Stratos Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 37k | 91.01 |
| 2025-06-30 | $3.1M | 36k | 86.40 |
| 2025-03-31 | $3.0M | 36k | 82.17 |
| 2024-12-31 | $1.7M | 20k | 83.58 |
| 2024-09-30 | $1.4M | 18k | 80.01 |
| 2024-06-30 | $1.1M | 15k | 72.99 |
| 2024-03-31 | $1.1M | 15k | 75.60 |
| 2023-12-31 | $998k | 15k | 68.53 |
| 2023-09-30 | $994k | 16k | 61.77 |
| 2023-06-30 | $998k | 16k | 62.55 |
| 2023-03-31 | $720k | 12k | 58.64 |
| 2022-12-31 | $877k | 15k | 57.02 |
| 2022-09-30 | $843k | 17k | 51.04 |
| 2022-06-30 | $1.0M | 19k | 53.03 |
| 2022-03-31 | $1.2M | 19k | 61.57 |
| 2021-12-31 | $1.2M | 19k | 63.38 |
| 2021-09-30 | $1.1M | 18k | 59.32 |
| 2021-06-30 | $970k | 16k | 59.78 |
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