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WisdomTree Equity Income Fund shares owned by Atria Investments

Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Equity Income Fund held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Equity Income Fund by Atria Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $440k 4.4k 100.75
2025-06-30 $408k 4.2k 95.98
2025-03-31 $426k 4.3k 99.16
2024-12-31 $754k 8.1k 93.36
2024-09-30 $321k 3.4k 93.80
2024-06-30 $276k 3.3k 84.59
2019-06-30 $1.3k 65k 0.02

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Apple (AAPL)
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 Equity Income Fund

CWM
Wells Fargo & Company
LPL Financial
Cetera Investment Advisers
Linscomb & Williams
Morgan Stanley
Invenio Wealth Partners
Colony
Mb, Levis & Associates
Ameriprise Financial
Kestra Advisory Services
Envestnet Asset Management
Advisor Group Holdings
Stonebridge Wealth Management
UBS Group

View all funds holding WisdomTree Equity Income Fund