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WisdomTree Emerging Mkts Small Cp Div shares owned by Atria Investments

Quarter-by-quarter ownership of WisdomTree Emerging Mkts Small Cp Div (DGS) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in WisdomTree Emerging Mkts Small Cp Div

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All positions including WisdomTree Emerging Mkts Small Cp Div held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Emerging Mkts Small Cp Div by Atria Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.0M 55k 53.70
2024-06-30 $2.4M 46k 51.44
2024-03-31 $2.4M 47k 50.86
2023-12-31 $2.2M 44k 49.92
2023-09-30 $1.1M 24k 46.26

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Unified Ser Tr Oneascent Core P (OACP)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Unified Ser Tr Oneascent Large (OALC)

View all positions for Atria Investments

Top funds holding WisdomTree Emerging Mkts Small Cp Div

Creative Planning
Bank of America Corporation
Unison Advisors
Morgan Stanley
Congress Wealth Management LLC / DE /
HighTower Advisors
LPL Financial
Old Mission Capital
National Bank Of Canada /fi/
Envestnet Asset Management
Wells Fargo & Company
Boston Financial Mangement
Financial Planning & Information Services
Northwestern Mutual Wealth Management Company
Hengehold Capital Management

View all funds holding WisdomTree Emerging Mkts Small Cp Div