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Walled Lake Planning & Wealth Management »

WisdomTree LargeCap Value Fund shares owned by Walled Lake Planning & Wealth Management

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Walled Lake Planning & Wealth Management from 13F filings

Historical chart of Walled Lake Planning & Wealth Management investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Value Fund held by Walled Lake Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Walled Lake Planning & Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$684k	7.5k	91.01
2025-06-30	$622k	7.2k	86.40
2025-03-31	$356k	4.3k	82.18

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View all positions for Walled Lake Planning & Wealth Management

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