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WisdomTree LargeCap Value Fund shares owned by Cyndeo Wealth Partners

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Cyndeo Wealth Partners from 13F filings

Historical chart of Cyndeo 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 Cyndeo 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 Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.2M 12k 101.72

More positions owned by Cyndeo Wealth Partners

Microsoft Corporation (MSFT)
Apple (AAPL)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Abbvie (ABBV)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Vanguard Index Fds Small Cp Etf (VB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
First Tr Exchange-traded Core Investment (FTCB)
JPMorgan Chase & Co. (JPM)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Eli Lilly & Co. (LLY)

View all positions for Cyndeo Wealth Partners

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Raymond James Financial
Envestnet Asset Management
Morgan Stanley
Advisor Group Holdings
HighTower Advisors
Cetera Investment Advisers
First Community Trust Na
Kestra Advisory Services
Bank of America Corporation
Northwestern Mutual Wealth Management Company
Stifel Financial
Private Advisor
Resolute Capital
Harel Insurance Investments & Financial Services

View all funds holding WisdomTree LargeCap Value Fund