Atria Wealth Solutions, Inc. Wisdomtree Tr U.S Largecap Div Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 46,480 shares of DLN stock, worth $3.75 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

46,480

Previous 92,756 49.89%

Holding current value

$3.75 Million

Previous $6.75 Million 45.89%

% of portfolio

0.04%

Previous 0.08%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$71.86 - $78.56 $3.33 Million - $3.64 Million	-46,276 Reduced 49.89%	46,480 $3.65 Million
Q2 2024 Jul 22, 2024	BUY	$68.68 - $73.31 $364,210 - $388,762	5,303 Added 6.06%	92,756 $6.75 Million
Q1 2024 May 13, 2024	BUY	$65.84 - $72.19 $160,254 - $175,710	2,434 Added 2.86%	87,453 $6.31 Million
Q4 2023 Feb 02, 2024	BUY	$58.89 - $66.53 $82,387 - $93,075	1,399 Added 1.67%	85,019 $5.64 Million
Q3 2023 Nov 08, 2023	SELL	$61.47 - $65.66 $597,918 - $638,674	-9,727 Reduced 10.42%	83,620 $5.14 Million
Q2 2023 Aug 03, 2023	BUY	$60.35 - $63.6 $193,421 - $203,838	3,205 Added 3.56%	93,347 $5.94 Million
Q1 2023 Aug 22, 2023	SELL	$59.37 - $64.16 $48,386 - $52,290	-815 Reduced 0.87%	92,532 $5.72 Million
Q1 2023 Jun 14, 2023	SELL	$59.37 - $64.16 $141,894 - $153,342	-2,390 Reduced 2.58%	90,142 $5.58 Million
Q1 2023 May 10, 2023	BUY	$59.37 - $64.16 $141,894 - $153,342	2,390 Added 2.65%	92,532 $5.72 Million
Q4 2022 Aug 30, 2023	SELL	$55.78 - $64.63 $178,774 - $207,139	-3,205 Reduced 3.43%	90,142 $5.58 Million
Q4 2022 Feb 13, 2023	SELL	$55.78 - $64.63 $34,527 - $40,005	-619 Reduced 0.68%	90,142 $5.58 Million
Q3 2022 Nov 14, 2022	SELL	$55.26 - $64.34 $331,062 - $385,460	-5,991 Reduced 6.19%	90,761 $5.02 Million
Q2 2022 Aug 15, 2022	SELL	$57.22 - $66.91 $2.4 Million - $2.8 Million	-41,860 Reduced 30.2%	96,752 $5.72 Million
Q1 2022 May 16, 2022	BUY	$62.31 - $66.73 $8.64 Million - $9.25 Million	138,612 New	138,612 $9.11 Million

Others Institutions Holding DLN

# of Institutions

403

Shares Held

36.2M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
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Atria Wealth Solutions, Inc. Wisdomtree Tr U.S Largecap Div Transaction History