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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

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

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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
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

More positions owned by Wharton Business Group

Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Eafe Min Vl (EFAV)
Ishares Tr Msci Usa Value (VLUE)
Ishares Msci Emerg Mrkt (EEMV)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)
Ishares Core Msci Emkt (IEMG)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Select Sector Spdr Tr Sbi Healthcare (XLV)
JPMorgan Chase & Co. (JPM)

View all positions for Wharton Business Group

Top funds holding WisdomTree LargeCap Value Fund

Raymond James Financial Services Advisors
Private Wealth Strategies
CWM
Team Financial Group
Cambridge Investment Research Advisors
Commonwealth Equity Services
Kovack Advisors
CI Private Wealth
Stifel Financial
AE Wealth Management
Advisor Group Holdings
RVW Wealth
Kestra Advisory Services
Raymond James & Associates
Financial Advocates Investment Management

View all funds holding WisdomTree LargeCap Value Fund