Atria Investments’s WisdomTree International LargeCap Dividend Fund DOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.57M | Buy |
59,985
+23,279
| +63% | +$1.39M | 0.04% | 505 |
|
|
2025
Q1 | $2.02M | Buy |
36,706
+4,351
| +13% | +$240K | 0.03% | 696 |
|
|
2024
Q4 | $1.6M | Buy |
32,355
+19,992
| +162% | +$988K | 0.02% | 777 |
|
|
2024
Q3 | $667K | Sell |
12,363
-1,081
| -8% | -$58.3K | 0.01% | 1184 |
|
|
2024
Q2 | $682K | Buy |
+13,444
| New | +$682K | 0.01% | 1143 |
|
|
2020
Q1 | – | Sell |
-5,217
| Closed | -$256K | – | 697 |
|
|
2019
Q4 | $256K | Buy |
+5,217
| New | +$256K | 0.01% | 1036 |
|