WisdomTree LargeCap Value Fund shares owned by Wharton Business Group
Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Wharton Business Group
from 13F filings
Historical chart of Wharton Business Group investment in WisdomTree LargeCap Value Fund
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree LargeCap Value Fund held by Wharton Business Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in WisdomTree LargeCap Value Fund by Wharton Business Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $391k | 4.9k | 80.04 |
2024-06-30 | $357k | 4.9k | 73.08 |
2024-03-31 | $369k | 4.9k | 75.54 |
2023-12-31 | $460k | 6.7k | 68.55 |
2023-09-30 | $414k | 6.7k | 61.70 |
2023-06-30 | $420k | 6.7k | 62.59 |
2023-03-31 | $393k | 6.7k | 58.57 |
2022-12-31 | $383k | 6.7k | 57.08 |
2022-09-30 | $342k | 6.7k | 50.97 |
2022-06-30 | $356k | 6.7k | 53.06 |
2022-03-31 | $425k | 6.7k | 63.34 |
2021-12-31 | $425k | 6.7k | 63.34 |
2021-09-30 | $398k | 6.7k | 59.31 |
2021-03-31 | $378k | 3.4k | 112.67 |
2020-12-31 | $331k | 3.4k | 98.66 |
2020-09-30 | $278k | 3.4k | 82.86 |
2020-06-30 | $264k | 3.4k | 78.69 |
2020-03-31 | $217k | 3.4k | 64.68 |
2019-12-31 | $318k | 3.4k | 94.78 |
2019-09-30 | $293k | 3.4k | 87.33 |
2019-06-30 | $292k | 3.4k | 87.03 |
2019-03-31 | $284k | 3.4k | 84.65 |
2018-12-31 | $249k | 3.4k | 74.22 |
2018-09-30 | $292k | 3.4k | 87.03 |
2018-06-30 | $276k | 3.4k | 82.27 |
2018-03-31 | $271k | 3.4k | 80.77 |
2017-12-31 | $289k | 3.5k | 82.45 |
2017-09-30 | $266k | 3.5k | 75.89 |
2017-06-30 | $254k | 3.5k | 72.47 |
2017-03-31 | $276k | 3.9k | 70.23 |
2016-12-31 | $344k | 5.1k | 67.65 |
2016-09-30 | $323k | 5.1k | 63.52 |
2016-06-30 | $318k | 5.1k | 62.54 |
2016-03-31 | $320k | 5.1k | 62.93 |
2015-12-31 | $324k | 5.1k | 63.72 |
2015-09-30 | $313k | 5.1k | 61.55 |
2015-06-30 | $337k | 5.1k | 66.27 |
2015-03-31 | $339k | 5.1k | 66.67 |
2014-12-31 | $347k | 5.3k | 65.16 |
2014-09-30 | $326k | 5.3k | 61.22 |
2014-06-30 | $404k | 6.6k | 61.44 |
2014-03-31 | $399k | 6.8k | 58.42 |
2013-12-31 | $384k | 6.7k | 57.66 |
2013-09-30 | $354k | 6.8k | 52.29 |
2013-06-30 | $335k | 6.8k | 49.50 |
Top funds holding WisdomTree LargeCap Value Fund
View all funds holding WisdomTree LargeCap Value Fund