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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

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Value Fund held by Stratos Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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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
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