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Wisdomtree Tr shares owned by Atria Investments

Quarter-by-quarter ownership of Wisdomtree Tr shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by Atria Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $735k 22k 33.69

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Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Atria Investments

Top funds holding Wisdomtree Tr

Marks Group Wealth Management
Royal Bank of Canada
CI Private Wealth
Forthright Family Wealth Advisory
Atria Investments
World Equity Group
SFMG Wealth Advisors
Federation des caisses Desjardins du Quebec

View all funds holding Wisdomtree Tr