Atria Wealth Solutions, Inc. Wisdomtree Tr U.S Total Divide Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 12,945 shares of DTD stock, worth $987,315. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,945

Previous 13,437 3.66%

Holding current value

$987,315

Previous $1.03 Million 4.66%

% of portfolio

0.01%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$75.44 - $80.53 $37,116 - $39,620	-492 Reduced 3.66%	12,945 $982,000
Q3 2024 Nov 08, 2024	BUY	$70.02 - $76.68 $4,271 - $4,677	61 Added 0.46%	13,437 $1.03 Million
Q2 2024 Jul 22, 2024	BUY	$67.07 - $71.45 $193,228 - $205,847	2,881 Added 27.45%	13,376 $947,000
Q1 2024 May 13, 2024	SELL	$64.49 - $70.72 $387,907 - $425,380	-6,015 Reduced 36.43%	10,495 $742,000
Q4 2023 Feb 02, 2024	BUY	$57.51 - $65.5 $71,082 - $80,958	1,236 Added 8.09%	16,510 $1.08 Million
Q3 2023 Nov 08, 2023	BUY	$60.13 - $64.29 $76,966 - $82,291	1,280 Added 9.15%	15,274 $919,000
Q2 2023 Aug 03, 2023	BUY	$58.74 - $62.09 $544,696 - $575,760	9,273 Added 196.42%	13,994 $868,000
Q1 2023 Aug 22, 2023	SELL	$58.06 - $63.3 $382,034 - $416,514	-6,580 Reduced 47.02%	7,414 $449,000
Q1 2023 Jun 14, 2023	SELL	$58.06 - $63.3 $156,355 - $170,466	-2,693 Reduced 36.32%	4,721 $286,000
Q1 2023 May 10, 2023	BUY	$58.06 - $63.3 $156,355 - $170,466	2,693 Added 57.04%	7,414 $449,000
Q4 2022 Aug 30, 2023	SELL	$55.0 - $63.6 $510,015 - $589,762	-9,273 Reduced 66.26%	4,721 $286,000
Q4 2022 Feb 13, 2023	BUY	$55.0 - $63.6 $24,750 - $28,620	450 Added 10.54%	4,721 $286,000
Q3 2022 Nov 14, 2022	BUY	$54.26 - $63.28 $17,634 - $20,566	325 Added 8.24%	4,271 $232,000
Q2 2022 Aug 15, 2022	SELL	$56.16 - $65.68 $226,661 - $265,084	-4,036 Reduced 50.56%	3,946 $229,000
Q1 2022 May 16, 2022	BUY	$61.31 - $65.53 $489,376 - $523,060	7,982 New	7,982 $515,000

Others Institutions Holding DTD

# of Institutions

212

Shares Held

9.5M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S TOTAL DIVIDE

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Atria Wealth Solutions, Inc. Wisdomtree Tr U.S Total Divide Transaction History