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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 $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Atria Wealth Solutions's WTV Position: Q2 2025 in Review

Atria Wealth Solutions sold out of WisdomTree US Value Fund (WTV) in Q2 2025, closing a stake of 54,302 shares — an estimated $4.46M sold.

Atria Wealth Solutions first reported a position in WTV in Q1 2024 and held it in 4 quarters. The position peaked at $4.46M in Q1 2025. 158 funds tracked by Wall St. Rank hold WTV as of Q2 2025.

  • Atria Wealth Solutions reported no remaining WisdomTree US Value Fund position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 54,302 WisdomTree US Value Fund shares in Q2 2025, an estimated $4.46M.
  • Atria Wealth Solutions first reported a position in WisdomTree US Value Fund in Q1 2024 and held it in 4 quarters.
  • Atria Wealth Solutions's WisdomTree US Value Fund position peaked at $4.46M in Q1 2025.
  • 158 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.