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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
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

More positions owned by Atria Wealth Solutions

Apple Put Option (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Atria Wealth Solutions

Top funds holding WisdomTree Total Dividend Fund

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Jpmorgan Chase & Co
Ffg Retirement Advisors
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View all funds holding WisdomTree Total Dividend Fund