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WisdomTree LargeCap Value Fund shares owned by Venture Visionary Partners

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

Historical chart of Venture Visionary 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 Venture Visionary 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 Venture Visionary Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 151k 91.01

More positions owned by Venture Visionary Partners

Microsoft Corporation Put Option (MSFT)
Apple Call Option (AAPL)
Invesco Qqq Tr Unit Ser 1 Call Option (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
JPMorgan Chase & Co. (JPM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Mid Cap Etf (VO)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A Call Option (META)
Amazon Put Option (AMZN)
Ishares Tr Ibonds Dec 2031 (IBDW)
NVIDIA Corporation (NVDA)
Visa Com Cl A (V)
Broadcom (AVGO)

View all positions for Venture Visionary Partners

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