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WisdomTree Total Dividend Fund shares owned by Atria Wealth Solutions

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

Historical chart of Atria Wealth Solutions 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 Wealth Solutions 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 Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 13k 76.68
2024-06-30 $947k 13k 70.83
2024-03-31 $742k 11k 70.72
2023-12-31 $1.1M 17k 65.38
2023-09-30 $919k 15k 60.17
2023-06-30 $869k 14k 62.09
2023-03-31 $449k 7.4k 60.59
2022-12-31 $286k 4.7k 60.65
2022-09-30 $232k 4.3k 54.32
2022-06-30 $229k 3.9k 58.03
2022-03-31 $515k 8.0k 64.52