Atria Investments’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $544K | Buy |
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|
2025
Q1 | $526K | Buy |
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|
2024
Q4 | $552K | Buy |
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|
2024
Q3 | $386K | Buy |
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|
2024
Q2 | $344K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $257K | Buy |
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|
2019
Q3 | $242K | Buy |
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|
2019
Q2 | $222K | Sell |
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|
2019
Q1 | $950K | Buy |
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|
2018
Q4 | $544K | Buy |
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|
2018
Q3 | $258K | Buy |
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|
2018
Q2 | $256K | Buy |
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|
2018
Q1 | $233K | Sell |
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|
2017
Q4 | $280K | Buy |
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