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WisdomTree LargeCap Value Fund shares owned by Oppenheimer & Co

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Oppenheimer & Co from 13F filings

Historical chart of Oppenheimer & Co investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Value Fund held by Oppenheimer & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Oppenheimer & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $17M 191k 91.01
2025-06-30 $15M 176k 86.40

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Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Broadcom (AVGO)
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Costco Wholesale Corporation (COST)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Servicetitan Shs Cl A (TTAN)

View all positions for Oppenheimer & Co

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Envestnet Asset Management
Raymond James Financial
Advisor Group Holdings
HighTower Advisors
Smith Anglin Financial
Morgan Stanley
Northwestern Mutual Wealth Management Company
Lido Advisors
Stifel Financial
Cambridge Investment Research Advisors
Onyx Bridge Wealth Group
Legacy Financial Advisors
Anderson Financial Strategies
Personal Resources Investment & Strategic Management

View all funds holding WisdomTree LargeCap Value Fund