Atria Investments »

Wisdomtree Tr fndmtl hgh yld shares owned by Atria Investments

Quarter-by-quarter ownership of Wisdomtree Tr fndmtl hgh yld (WFHY) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Wisdomtree Tr fndmtl hgh yld

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Tr fndmtl hgh yld by Atria Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.1M 47k 45.42
2023-09-30 $1.2M 28k 43.19
2023-06-30 $1.0M 23k 44.15
2019-06-30 $288k 5.2k 54.96

More positions owned by Atria Investments

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Unified Ser Tr Oneascent Core P (OACP)
Apple (AAPL)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Unified Ser Tr Oneascent Large (OALC)
Visa Com Cl A (V)

View all positions for Atria Investments

Top funds holding Wisdomtree Tr fndmtl hgh yld

CWM
Bank of America Corporation
Advisor Group Holdings
Leo Wealth
Invenio Wealth Partners
Collaborative Wealth Managment
Trilogy Capital
AE Wealth Management
Private Advisor
Jpmorgan Chase & Co
Atria Investments
Kestra Advisory Services
Jane Street
Smartleaf Asset Management
Raymond James & Associates

View all funds holding Wisdomtree Tr fndmtl hgh yld