WisdomTree LargeCap Dividend Fund shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of WisdomTree LargeCap Dividend Fund (DLN) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in WisdomTree LargeCap Dividend Fund
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Quarterly reported holdings in WisdomTree LargeCap Dividend Fund by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $2.5M | 31k | 82.19 |
| 2025-03-31 | $2.6M | 33k | 79.37 |
| 2024-12-31 | $3.7M | 48k | 77.80 |
| 2024-09-30 | $3.7M | 47k | 78.56 |
| 2024-06-30 | $6.7M | 93k | 72.75 |
| 2024-03-31 | $6.3M | 88k | 72.19 |
| 2023-12-31 | $5.6M | 85k | 66.38 |
| 2023-09-30 | $5.1M | 84k | 61.49 |
| 2023-06-30 | $5.9M | 93k | 63.60 |
| 2023-03-31 | $5.7M | 93k | 61.86 |
| 2022-12-31 | $5.6M | 90k | 61.95 |
| 2022-09-30 | $5.0M | 91k | 55.26 |
| 2022-06-30 | $5.7M | 97k | 59.10 |
| 2022-03-31 | $9.1M | 139k | 65.72 |
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