AWS
WTV icon

Atria Wealth Solutions’s WisdomTree US Value Fund WTV Stock Holding History

Atria Wealth Solutions’s Portfolio WTV Stock Details WTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-54,302
Closed -$4.46M – 1928
2025
Q1 		$4.46M Buy
54,302
+51,142
+1,618% +$4.33M 0.05% 370
2024
Q4 		$264K Buy
3,160
+435
+16% +$36.6K ﹤0.01% 1638
2024
Q3 		$218K Buy
+2,725
New +$206K ﹤0.01% 1731
2024
Q2 		– Sell
-2,725
Closed -$206K – 2079
2024
Q1 		$206K Buy
+2,725
New +$192K ﹤0.01% 1815

Other funds holding WTV

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return