Atria Wealth Solutions, Inc. Wisdomtree Tr Emerging Mkts Ex Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 20,177 shares of XSOE stock, worth $655,752. This represents 0.01% of its overall portfolio holdings.

Number of Shares

20,177

Previous 10,392 94.16%

Holding current value

$655,752

Previous $316,000 96.84%

% of portfolio

0.01%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$29.72 - $31.94 $290,810 - $312,532	9,785 Added 94.16%	20,177 $622,000
Q4 2024 Jan 31, 2025	SELL	$30.48 - $34.2 $2,407 - $2,701	-79 Reduced 0.75%	10,392 $316,000
Q3 2024 Nov 08, 2024	SELL	$29.23 - $33.51 $38,846 - $44,534	-1,329 Reduced 11.26%	10,471 $345,000
Q2 2024 Jul 22, 2024	BUY	$28.28 - $31.13 $2,686 - $2,957	95 Added 0.81%	11,800 $361,000
Q1 2024 May 13, 2024	SELL	$27.04 - $29.77 $5,110 - $5,626	-189 Reduced 1.59%	11,705 $344,000
Q4 2023 Feb 02, 2024	SELL	$25.6 - $28.88 $146,892 - $165,713	-5,738 Reduced 32.54%	11,894 $343,000
Q3 2023 Nov 08, 2023	BUY	$26.52 - $29.84 $21,799 - $24,528	822 Added 4.89%	17,632 $470,000
Q2 2023 Aug 03, 2023	SELL	$26.67 - $29.16 $4,267 - $4,665	-160 Reduced 0.94%	16,810 $469,000
Q1 2023 Aug 22, 2023	BUY	$26.2 - $30.06 $48,994 - $56,212	1,870 Added 11.12%	18,680 $520,000
Q1 2023 Jun 14, 2023	SELL	$26.2 - $30.06 $44,802 - $51,402	-1,710 Reduced 9.15%	16,970 $472,000
Q1 2023 May 10, 2023	BUY	$26.2 - $30.06 $44,802 - $51,402	1,710 Added 10.08%	18,680 $520,000
Q4 2022 Aug 30, 2023	BUY	$23.78 - $27.77 $3,804 - $4,443	160 Added 0.95%	16,970 $452,000
Q4 2022 Feb 13, 2023	BUY	$23.78 - $27.77 $13,887 - $16,217	584 Added 3.56%	16,970 $452,000
Q3 2022 Nov 14, 2022	BUY	$24.62 - $29.39 $35,674 - $42,586	1,449 Added 9.7%	16,386 $403,000
Q2 2022 Aug 15, 2022	SELL	$28.19 - $33.79 $28 - $33	-1 Reduced 0.01%	14,937 $428,000
Q1 2022 May 16, 2022	BUY	$30.13 - $38.07 $450,081 - $568,689	14,938 New	14,938 $488,000

Others Institutions Holding XSOE

# of Institutions

251

Shares Held

34.3M

Call Options Held

Put Options Held

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About WISDOMTREE TR EMERGING MKTS EX

Ticker XSOE
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Atria Wealth Solutions, Inc. Wisdomtree Tr Emerging Mkts Ex Transaction History