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WisdomTree Intl. LargeCap Div shares owned by Atria Investments

Quarter-by-quarter ownership of WisdomTree Intl. LargeCap Div (DOL) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in WisdomTree Intl. LargeCap Div

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Intl. LargeCap 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 Intl. LargeCap Div by Atria Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $667k 12k 53.97
2024-06-30 $682k 13k 50.72
2019-12-31 $256k 5.2k 49.07
2019-06-30 $806 40k 0.02

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 Intl. LargeCap Div

Creative Planning
Huntington National Bank
Morgan Stanley
Jpmorgan Chase & Co
Key FInancial
BIP Wealth
Royal Bank of Canada
Cascade Financial Partners
LPL Financial
Bank of America Corporation
Wells Fargo & Company
M^T Bank Corporation
Streettalk Advisors
Commonwealth Equity Services
Steward Partners Investment Advisory

View all funds holding WisdomTree Intl. LargeCap Div