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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
2025-09-30 $3.8M 61k 62.25
2025-06-30 $3.6M 60k 59.57
2025-03-31 $2.0M 37k 55.07
2024-12-31 $1.6M 32k 49.44
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

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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 Intl. LargeCap Div

Creative Planning
Morgan Stanley
Huntington National Bank
Jpmorgan Chase & Co
Royal Bank of Canada
Key FInancial
BIP Wealth
Cascade Financial Partners
LPL Financial
M^T Bank Corporation
Northwestern Mutual Wealth Management Company
Streettalk Advisors
Commonwealth Equity Services
Cetera Investment Advisers
Evernest Financial Advisors

View all funds holding WisdomTree Intl. LargeCap Div