Atria Wealth Solutions, Inc. Wisdomtree Tr U.S. Midcap Divi Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 11,339 shares of DON stock, worth $576,588. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,339

Previous 66,616 82.98%

Holding current value

$576,588

Previous $3.3 Million 82.78%

% of portfolio

0.01%

Previous 0.04%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$43.28 - $50.37 $2.39 Million - $2.78 Million	-55,277 Reduced 82.98%	11,339 $568,000
Q1 2025 May 09, 2025	SELL	$48.02 - $53.02 $110,205 - $121,680	-2,295 Reduced 3.33%	66,616 $3.3 Million
Q4 2024 Jan 31, 2025	SELL	$50.53 - $55.55 $158,512 - $174,260	-3,137 Reduced 4.35%	68,911 $3.51 Million
Q3 2024 Nov 08, 2024	SELL	$46.17 - $51.13 $86,799 - $96,124	-1,880 Reduced 2.54%	72,048 $3.68 Million
Q2 2024 Jul 22, 2024	BUY	$45.6 - $48.78 $64,752 - $69,267	1,420 Added 1.96%	73,928 $3.46 Million

Q1 2024 May 13, 2024	SELL	$44.21 - $48.77 $382,107 - $421,519	-8,643 Reduced 10.65%	72,508 $3.54 Million
Q4 2023 Feb 02, 2024	BUY	$38.7 - $46.0 $133,476 - $158,654	3,449 Added 4.44%	81,151 $3.71 Million
Q3 2023 Nov 08, 2023	SELL	$40.51 - $44.22 $135,546 - $147,960	-3,346 Reduced 4.13%	77,702 $3.18 Million
Q2 2023 Aug 03, 2023	BUY	$38.91 - $42.05 $67,975 - $73,461	1,747 Added 2.2%	81,048 $3.41 Million
Q1 2023 Aug 22, 2023	BUY	$39.05 - $45.4 $6,443 - $7,491	165 Added 0.2%	81,213 $3.33 Million
Q1 2023 Jun 14, 2023	SELL	$39.05 - $45.4 $74,663 - $86,804	-1,912 Reduced 2.35%	79,301 $3.25 Million
Q1 2023 May 10, 2023	BUY	$39.05 - $45.4 $74,663 - $86,804	1,912 Added 2.41%	81,213 $3.33 Million
Q4 2022 Aug 30, 2023	SELL	$38.62 - $43.71 $67,469 - $76,361	-1,747 Reduced 2.16%	79,301 $3.26 Million
Q4 2022 Feb 13, 2023	SELL	$38.62 - $43.71 $58,547 - $66,264	-1,516 Reduced 1.88%	79,301 $3.26 Million
Q3 2022 Nov 14, 2022	BUY	$37.67 - $44.3 $120,091 - $141,228	3,188 Added 4.11%	80,817 $3.04 Million
Q2 2022 Aug 15, 2022	BUY	$38.16 - $45.36 $81,509 - $96,888	2,136 Added 2.83%	77,629 $3.03 Million
Q1 2022 May 16, 2022	BUY	$42.12 - $45.3 $3.18 Million - $3.42 Million	75,493 New	75,493 $3.35 Million

Others Institutions Holding DON

# of Institutions

498

Shares Held

44.5M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
Sector ETFs
Industry ETFs

More about DON

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Account

Atria Wealth Solutions, Inc. Wisdomtree Tr U.S. Midcap Divi Transaction History