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WisdomTree LargeCap Value Fund shares owned by Silver Oak Securities

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Silver Oak Securities from 13F filings

Historical chart of Silver Oak Securities investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Value Fund held by Silver Oak Securities consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Silver Oak Securities

Quarter filed Position value Share count Share price at filing
2025-12-31 $508k 5.4k 94.00

More positions owned by Silver Oak Securities

First Tr Exchange-traded Cap Strength Etf (FTCS)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Apple (AAPL)
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)
Capital Group Dividend Value Shs Creation Uni (CGDV)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Total Stk Mkt (VTI)
Putnam Etf Trust Focused Lar Cap (PVAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
First Tr Exchange-traded A Com Shs (FEX)
Amazon (AMZN)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Microsoft Corporation (MSFT)

View all positions for Silver Oak Securities

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