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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

201420162018202020222024250k300k350k400k450k4000500060007000
Value ($)Share countHistorical WTV position of Wharton Business Group Source: stockzoa.comValue ($)Share count

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All positions including WisdomTree LargeCap Value Fund held by Wharton Business Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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