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WisdomTree LargeCap Value Fund shares owned by Osprey Private Wealth

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

Historical chart of Osprey Private Wealth investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Value Fund held by Osprey Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Osprey Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $578k 6.2k 93.30

More positions owned by Osprey Private Wealth

Alphabet Inc Cap Stk Cl C Stock (GOOG)
Nvidia Corporation Stock (NVDA)
Jpmorgan Chase & Co Stock (JPM)
Microsoft Corp Stock (MSFT)
Visa Inc Com Cl A Stock (V)
Meta Platforms Inc Cl A Stock (META)
Abbvie Stock (ABBV)
Tetra Tech Stock (TTEK)
Thermo Fisher Scientific Stock (TMO)
Ares Management Corporation Cl A Com Stk Stock (ARES)
Blackrock Stock (BLK)
Home Depot Stock (HD)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Tjx Cos Stock (TJX)
Johnson & Johnson Stock (JNJ)

View all positions for Osprey Private Wealth

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Envestnet Asset Management
Raymond James Financial
Advisor Group Holdings
HighTower Advisors
Cetera Investment Advisers
Kestra Advisory Services
Northwestern Mutual Wealth Management Company
Wealth Enhancement Advisory Services
Stifel Financial
Lido Advisors
Resolute Capital
Onyx Bridge Wealth Group
Legacy Financial Advisors
Anderson Financial Strategies

View all funds holding WisdomTree LargeCap Value Fund