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WisdomTree Total Dividend Fund shares owned by Atria Investments

Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Total Dividend 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 Total Dividend Fund by Atria Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $574k 7.5k 76.68
2024-06-30 $456k 6.4k 70.83
2024-03-31 $1.5M 21k 70.72
2023-12-31 $1.7M 26k 65.38
2023-09-30 $2.2M 36k 60.17
2023-06-30 $2.0M 32k 62.09
2022-12-31 $1.4M 23k 60.65

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 Total Dividend Fund

Bank of America Corporation
LPL Financial
Wells Fargo & Company
Cetera Investment Advisers
626 Financial
Pinnacle Financial Group, LLC / IL
Connecticut Wealth Management
HighTower Advisors
Raymond James Financial Services Advisors
Ameriprise Financial
Melone Private Wealth
Bank of New York Mellon
Kestra Advisory Services
Vertex Planning Partners
UBS Group

View all funds holding WisdomTree Total Dividend Fund