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WisdomTree LargeCap Value Fund shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in WisdomTree LargeCap Value Fund

May 2024Jul 2024Sep 2024Nov 2024Jan 2025220k240k260k27002800290030003100
Value ($)Share countHistorical WTV position of Atria Wealth Solutions Source: stockzoa.comValue ($)Share count

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All positions including WisdomTree LargeCap Value 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 LargeCap Value Fund by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-12-31 $264k 3.2k 83.58
2024-09-30 $218k 2.7k 80.00
2024-03-31 $206k 2.7k 75.60

More positions owned by Atria Wealth Solutions

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Atria Wealth Solutions

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Raymond James Financial
Horizon Wealth Management
Personal Resources Investment & Strategic Management
Raymond James Financial Services Advisors
Legacy Financial Advisors
Anderson Financial Strategies
Morgan Stanley
Lido Advisors
Kestra Advisory Services
Jpmorgan Chase & Co
Team Financial Group
Solano Wealth Investment Advisors
Flagship Harbor Advisors
CWM

View all funds holding WisdomTree LargeCap Value Fund