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

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 08, 2024	BUY	$46.45 - $53.68 $185 - $214	4 Added 0.06%	6,878 $362,000
Q2 2024 Jul 22, 2024	SELL	$45.98 - $49.63 $18,070 - $19,504	-393 Reduced 5.41%	6,874 $323,000
Q1 2024 May 13, 2024	SELL	$46.41 - $50.12 $20,791 - $22,453	-448 Reduced 5.81%	7,267 $364,000
Q4 2023 Feb 02, 2024	SELL	$40.06 - $50.69 $17,586 - $22,252	-439 Reduced 5.38%	7,715 $384,000
Q3 2023 Nov 08, 2023	BUY	$42.52 - $48.12 $1,233 - $1,395	29 Added 0.36%	8,154 $352,000
Q2 2023 Aug 03, 2023	BUY	$40.17 - $45.19 $9,118 - $10,258	227 Added 2.87%	8,125 $364,000
Q1 2023 Aug 22, 2023	SELL	$41.46 - $49.11 $6,053 - $7,170	-146 Reduced 1.8%	7,979 $344,000
Q1 2023 Jun 14, 2023	SELL	$41.46 - $49.11 $3,358 - $3,977	-81 Reduced 1.02%	7,898 $341,000
Q1 2023 May 10, 2023	BUY	$41.46 - $49.11 $3,358 - $3,977	81 Added 1.03%	7,979 $344,000
Q4 2022 Aug 30, 2023	SELL	$40.17 - $45.87 $9,118 - $10,412	-227 Reduced 2.79%	7,898 $336,000
Q4 2022 Feb 13, 2023	BUY	$40.17 - $45.87 $200 - $229	5 Added 0.06%	7,898 $336,000
Q3 2022 Nov 14, 2022	SELL	$39.17 - $47.72 $13,239 - $16,129	-338 Reduced 4.11%	7,893 $309,000
Q2 2022 Aug 15, 2022	BUY	$40.36 - $48.23 $9,928 - $11,864	246 Added 3.08%	8,231 $338,000
Q1 2022 May 16, 2022	BUY	$46.51 - $52.43 $371,382 - $418,653	7,985 New	7,985 $383,000

Others Institutions Holding EES

# of Institutions

165

Shares Held

7.89M

Call Options Held

0

Put Options Held

0

About WISDOMTREE U.S. SMALLCAP FUND

Ticker EES
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