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Wisdomtree Tr shares owned by Atria Investments

Quarter-by-quarter ownership of Wisdomtree Tr (QGRW) 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
2024-09-30 $5.2M 114k 45.63
2024-06-30 $2.4M 55k 44.83
2024-03-31 $1.1M 28k 41.10

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 Tr

Trust Point
RVW Wealth
LPL Financial
Bank of America Corporation
Prestige Wealth Management Group
Private Advisor
Legacy Financial Advisors
Insight Advisors, LLC/ PA
GPS Wealth Strategies Group
tru Independence
Kestra Advisory Services
Smartleaf Asset Management
Avestar Capital
Atria Investments
Oxinas Partners Wealth Management

View all funds holding Wisdomtree Tr