Atria Wealth Solutions, Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 20,266 shares of DES stock, worth $630,880. This represents 0.01% of its overall portfolio holdings.

Number of Shares

20,266

Previous 27,279 25.71%

Holding current value

$630,880

Previous $937,000 30.95%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$31.63 - $35.22 $221,821 - $246,997	-7,013 Reduced 25.71%	20,266 $647,000
Q4 2024 Jan 31, 2025	BUY	$33.7 - $37.69 $207,693 - $232,283	6,163 Added 29.19%	27,279 $937,000
Q3 2024 Nov 08, 2024	SELL	$30.61 - $34.92 $428 - $488	-14 Reduced 0.07%	21,116 $728,000
Q2 2024 Jul 22, 2024	BUY	$30.34 - $32.53 $18,568 - $19,908	612 Added 2.98%	21,130 $658,000
Q1 2024 May 13, 2024	BUY	$30.25 - $32.68 $15,790 - $17,058	522 Added 2.61%	20,518 $670,000
Q4 2023 Feb 02, 2024	SELL	$26.55 - $32.72 $37,143 - $45,775	-1,399 Reduced 6.54%	19,996 $643,000
Q3 2023 Nov 08, 2023	SELL	$27.79 - $30.65 $244,552 - $269,720	-8,800 Reduced 29.14%	21,395 $603,000
Q2 2023 Aug 03, 2023	BUY	$26.6 - $29.16 $771 - $845	29 Added 0.1%	30,195 $869,000
Q1 2023 Aug 22, 2023	BUY	$27.3 - $32.13 $31,476 - $37,045	1,153 Added 3.82%	31,348 $895,000
Q1 2023 Jun 14, 2023	SELL	$27.3 - $32.13 $32,268 - $37,977	-1,182 Reduced 3.77%	30,166 $861,000
Q1 2023 May 10, 2023	BUY	$27.3 - $32.13 $32,268 - $37,977	1,182 Added 3.92%	31,348 $895,000
Q4 2022 Aug 30, 2023	SELL	$26.29 - $30.5 $762 - $884	-29 Reduced 0.1%	30,166 $857,000
Q4 2022 Feb 13, 2023	SELL	$26.29 - $30.5 $64,883 - $75,274	-2,468 Reduced 7.56%	30,166 $857,000
Q3 2022 Feb 13, 2023	SELL	$25.74 - $31.54 $355,726 - $435,882	-13,820 Reduced 29.75%	32,634 $0
Q3 2022 Nov 14, 2022	BUY	$25.74 - $31.54 $356,833 - $437,239	13,863 Added 42.54%	46,454 $1.23 Million
Q2 2022 Aug 15, 2022	BUY	$27.57 - $32.14 $32,339 - $37,700	1,173 Added 3.73%	32,591 $919,000
Q1 2022 May 16, 2022	BUY	$30.79 - $33.49 $967,360 - $1.05 Million	31,418 New	31,418 $1 Million

Others Institutions Holding DES

# of Institutions

369

Shares Held

30.6M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
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Atria Wealth Solutions, Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History