Atria Investments LLC Wisdomtree Tr Transaction History

Atria Investments LLC

$7.56 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 05, 2020	SELL	$32.41 - $35.33 $1.71 Million - $1.87 Million	-52,813 Closed	0 $0
Q2 2020 Sep 22, 2020	BUY	$28.17 - $35.69 $76,115 - $96,434	2,702 Added 5.39%	52,813 $1.74 Million
Q1 2020 May 15, 2020	BUY	$25.75 - $42.34 $219,596 - $361,075	8,528 Added 20.51%	50,111 $1.48 Million
Q4 2019 Feb 11, 2020	SELL	$37.91 - $42.28 $7,354 - $8,202	-194 Reduced 0.46%	41,583 $1.75 Million
Q3 2019 Nov 14, 2019	BUY	$38.8 - $39.95 $67,783 - $69,792	1,747 Added 4.36%	41,777 $1.63 Million
Q2 2019 Aug 26, 2019	SELL	N/A	-1,568,381 Reduced 97.51%	40,030 $1.48 Million
Q2 2019 Aug 09, 2019	BUY	N/A	1,572,793 Added 4415.73%	1,608,411 $40,000
Q1 2019 May 15, 2019	SELL	N/A	-10,782 Reduced 23.24%	35,618 $1.43 Million
Q4 2018 Feb 12, 2019	BUY	N/A	6,715 Added 16.92%	46,400 $1.72 Million
Q3 2018 Oct 09, 2018	BUY	N/A	7,278 Added 22.46%	39,685 $1.68 Million
Q2 2018 Jul 13, 2018	BUY	N/A	2,161 Added 7.14%	32,407 $1.34 Million
Q1 2018 Apr 30, 2018	BUY	N/A	30,246 New	30,246 $1.32 Million

Others Institutions Holding DTH

# of Institutions

81

Shares Held

5.47M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.38M
Shares

$51.7 Million
0.0% of portfolio
Morgan Stanley New York, NY

649K
Shares

$24.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

585K
Shares

$22 Million
0.01% of portfolio
Vertex Planning Partners, LLC Downers Grove, IL

330K
Shares

$12.4 Million
3.27% of portfolio
Mariner, LLC Overland Park, KS

192K
Shares

$7.2 Million
0.01% of portfolio

About WISDOMTREE TR

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