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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

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap 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 LargeCap Dividend Fund by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
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