Atria Wealth Solutions, Inc. Wisdomtree Tr Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 17,269 shares of IHDG stock, worth $781,076. This represents 0.01% of its overall portfolio holdings.

Number of Shares

17,269

Previous 33,282 48.11%

Holding current value

$781,076

Previous $1.45 Million 48.2%

% of portfolio

0.01%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$43.4 - $47.51 $694,964 - $760,777	-16,013 Reduced 48.11%	17,269 $749,000
Q4 2024 Jan 31, 2025	BUY	$43.38 - $46.0 $266,396 - $282,486	6,141 Added 22.63%	33,282 $1.45 Million
Q3 2024 Nov 08, 2024	BUY	$42.42 - $46.78 $159,202 - $175,565	3,753 Added 16.05%	27,141 $1.24 Million
Q2 2024 Jul 22, 2024	BUY	$43.96 - $46.57 $395,112 - $418,571	8,988 Added 62.42%	23,388 $1.07 Million
Q1 2024 May 13, 2024	BUY	$41.39 - $45.98 $213,034 - $236,659	5,147 Added 55.63%	14,400 $661,000
Q4 2023 Feb 02, 2024	BUY	$37.18 - $42.02 $344,026 - $388,811	9,253 New	9,253 $388,000

Others Institutions Holding IHDG

# of Institutions

284

Shares Held

52.3M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker IHDG
Sector ETFs
Industry ETFs

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Atria Wealth Solutions, Inc. Wisdomtree Tr Transaction History