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WisdomTree MidCap Dividend Fund shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Dividend Fund held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.7M 81k 45.69
2023-09-30 $3.2M 78k 40.96
2023-06-30 $3.4M 81k 42.05
2023-03-31 $3.3M 81k 40.98
2022-12-31 $3.3M 79k 41.14
2022-09-30 $3.0M 81k 37.68
2022-06-30 $3.0M 78k 38.96
2022-03-31 $3.4M 76k 44.38

More positions owned by Atria Wealth Solutions

Apple Put Option (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Atria Wealth Solutions

Top funds holding WisdomTree MidCap Dividend Fund

Bank of America Corporation
Linscomb & Williams
UBS Group
Creative Planning
Wells Fargo & Company
Commonwealth Equity Services
AE Wealth Management
Royal Bank of Canada
Raymond James Financial Services Advisors
Sandy Spring Bank
Coldstream Capital Management
Baird Financial
Advisor Group Holdings
IAG Wealth Partners
Rockefeller Capital Management

View all funds holding WisdomTree MidCap Dividend Fund