Atria Wealth Solutions, Inc. Wisdomtree Tr Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 52,348 shares of DTH stock, worth $2.07 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

52,348

Previous 56,541 7.42%

Holding current value

$2.07 Million

Previous $2.34 Million 15.62%

% of portfolio

0.02%

Previous 0.03%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$37.38 - $41.11 $156,734 - $172,374	-4,193 Reduced 7.42%	52,348 $1.98 Million
Q3 2024 Nov 08, 2024	SELL	$37.62 - $41.83 $89,046 - $99,011	-2,367 Reduced 4.02%	56,541 $2.34 Million
Q2 2024 Jul 22, 2024	BUY	$38.08 - $41.21 $34,805 - $37,665	914 Added 1.58%	58,908 $2.26 Million
Q1 2024 May 13, 2024	SELL	$37.09 - $39.82 $3,189 - $3,424	-86 Reduced 0.15%	57,994 $2.3 Million
Q4 2023 Feb 02, 2024	BUY	$34.66 - $39.12 $100,063 - $112,939	2,887 Added 5.23%	58,080 $2.26 Million
Q3 2023 Nov 08, 2023	BUY	$35.8 - $38.54 $70,382 - $75,769	1,966 Added 3.69%	55,193 $2 Million
Q2 2023 Aug 03, 2023	BUY	$36.15 - $39.0 $9,941 - $10,725	275 Added 0.52%	53,227 $1.97 Million
Q1 2023 Aug 22, 2023	SELL	$35.99 - $39.12 $12,596 - $13,692	-350 Reduced 0.66%	52,877 $1.99 Million
Q1 2023 Jun 14, 2023	BUY	$35.99 - $39.12 $2,699 - $2,934	75 Added 0.14%	52,952 $1.99 Million
Q1 2023 May 10, 2023	SELL	$35.99 - $39.12 $2,699 - $2,934	-75 Reduced 0.14%	52,877 $1.99 Million
Q4 2022 Aug 30, 2023	SELL	$30.01 - $36.51 $8,252 - $10,040	-275 Reduced 0.52%	52,952 $1.9 Million
Q4 2022 Feb 13, 2023	SELL	$30.01 - $36.51 $60 - $73	-2 Reduced -0.0%	52,952 $1.9 Million
Q3 2022 Nov 14, 2022	BUY	$30.07 - $35.52 $67,056 - $79,209	2,230 Added 4.4%	52,954 $1.61 Million
Q2 2022 Aug 15, 2022	SELL	$34.57 - $40.19 $254,780 - $296,200	-7,370 Reduced 12.69%	50,724 $1.75 Million
Q1 2022 May 16, 2022	BUY	$36.97 - $41.22 $2.15 Million - $2.39 Million	58,094 New	58,094 $2.31 Million

Others Institutions Holding DTH

# of Institutions

Shares Held

5.65M

Call Options Held

Put Options Held

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About WISDOMTREE TR

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Atria Wealth Solutions, Inc. Wisdomtree Tr Transaction History