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Atria Investments’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Atria Investments’s Portfolio DES Stock Details DES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$350K Sell
8,603
-2,706
-24% -$104K ﹤0.01% 1746
2026
Q1 		$406K Sell
11,309
-3,711
-25% -$134K ﹤0.01% 1559
2025
Q4 		$502K Sell
15,020
-1,912
-11% -$63.9K 0.01% 1441
2025
Q3 		$570K Sell
16,932
-189
-1% -$6.28K 0.01% 1350
2025
Q2 		$544K Buy
17,121
+661
+4% +$20.4K 0.01% 1374
2025
Q1 		$526K Buy
16,460
+388
+2% +$13.1K 0.01% 1332
2024
Q4 		$552K Buy
16,072
+4,875
+44% +$172K 0.01% 1277
2024
Q3 		$386K Buy
11,197
+165
+1% +$5.49K ﹤0.01% 1462
2024
Q2 		$344K Buy
+11,032
New +$347K ﹤0.01% 1507
2020
Q1 		– Sell
-8,967
Closed -$257K – 686
2019
Q4 		$257K Buy
8,967
+125
+1% +$3.49K 0.01% 1034
2019
Q3 		$242K Buy
8,842
+135
+2% +$3.6K 0.01% 787
2019
Q2 		$222K Sell
8,707
-25,789
-75% -$705K 0.01% 867
2019
Q1 		$950K Buy
34,496
+12,304
+55% +$336K 0.04% 374
2018
Q4 		$544K Buy
22,192
+13,503
+155% +$367K 0.02% 475
2018
Q3 		$258K Buy
8,689
+58
+0.7% +$1.75K 0.01% 832
2018
Q2 		$256K Buy
8,631
+123
+1% +$3.55K 0.01% 789
2018
Q1 		$233K Sell
8,508
-1,138
-12% -$32.1K 0.01% 760
2017
Q4 		$280K Buy
+9,646
New +$275K 0.01% 676

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atria Investments's DES Position: Q2 2026 in Review

Atria Investments reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 24% in Q2 2026, selling an estimated $104K and leaving 8,603 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #1746.

Atria Investments first reported a position in DES in Q4 2017 and has held it in 18 quarters since. The position peaked at $950K in Q1 2019. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Atria Investments held 8,603 shares of WisdomTree US SmallCap Dividend Fund worth $350K as of Q2 2026.
  • Atria Investments sold 2,706 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $104K.
  • WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1746 holding.
  • Atria Investments first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2017 and has held it in 18 quarters since.
  • Atria Investments's WisdomTree US SmallCap Dividend Fund position peaked at $950K in Q1 2019.
  • 369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.