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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

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $206k 2.7k 75.60

More positions owned by Atria Wealth Solutions

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation Put Option (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
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)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Atria Wealth Solutions

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Raymond James Financial Services Advisors
Legacy Financial Advisors
Private Wealth Strategies
Envestnet Asset Management
Morgan Stanley
CWM
Team Financial Group
Cambridge Investment Research Advisors
Commonwealth Equity Services
Kestra Advisory Services
AE Wealth Management
Kovack Advisors
Cetera Investment Advisers
CI Private Wealth

View all funds holding WisdomTree LargeCap Value Fund