Wisdomtree Tr cmn shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in Wisdomtree Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Wisdomtree Tr cmn held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wisdomtree Tr cmn by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $219k | 6.3k | 34.48 |
| 2025-03-31 | $623k | 20k | 30.87 |
| 2024-12-31 | $317k | 10k | 30.50 |
| 2024-09-30 | $346k | 11k | 33.03 |
| 2024-06-30 | $361k | 12k | 30.63 |
| 2024-03-31 | $345k | 12k | 29.46 |
| 2023-12-31 | $344k | 12k | 28.88 |
| 2023-09-30 | $470k | 18k | 26.67 |
| 2023-06-30 | $470k | 17k | 27.95 |
| 2023-03-31 | $520k | 19k | 27.84 |
| 2022-12-31 | $453k | 17k | 26.68 |
| 2022-09-30 | $403k | 16k | 24.62 |
| 2022-06-30 | $428k | 15k | 28.65 |
| 2022-03-31 | $488k | 15k | 32.67 |