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Wisdomtree Tr shares owned by Atria Investments

Quarter-by-quarter ownership of Wisdomtree Tr (GDE) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Wisdomtree Tr

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All positions including Wisdomtree Tr held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by Atria Investments

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.7M 60k 61.62
2025-09-30 $1.4M 25k 57.41
2025-06-30 $715k 15k 47.16

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View all positions for Atria Investments

Top funds holding Wisdomtree Tr

Mainstay Capital Management
Alpine Bank Wealth Management
Colony
CWM
Stapp Wealth Management, P
Wealthcare Advisory Partners
McGrath & Associates
Magnolia Private Wealth
Sanctuary Advisors
Triton Wealth Management, P
Howard Bailey Securities
Atria Investments
Cambridge Investment Research Advisors
PFG Financial Advisors
Ameriprise Financial

View all funds holding Wisdomtree Tr