Atria Investments’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Atria Investments’s Portfolio DTD Stock Details DTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.06M	Sell	64,983 -82,425	-56%	-$7.53M	0.06%	337
2026 Q1	$12.7M	Buy	147,408 +74,085	+101%	+$6.51M	0.14%	142
2025 Q4	$6.22M	Buy	73,323 +3,970	+6%	+$334K	0.07%	309
2025 Q3	$5.83M	Buy	69,353 +1,218	+2%	+$99.8K	0.07%	337
2025 Q2	$5.42M	Buy	68,135 +3,965	+6%	+$300K	0.06%	356
2025 Q1	$4.94M	Buy	64,170 +54,753	+581%	+$4.25M	0.06%	377
2024 Q4	$714K	Buy	9,417 +1,937	+26%	+$151K	0.01%	1145
2024 Q3	$574K	Buy	7,480 +1,042	+16%	+$76.7K	0.01%	1255
2024 Q2	$456K	Sell	6,438 -14,913	-70%	-$1.04M	0.01%	1351
2024 Q1	$1.51M	Sell	21,351 -4,450	-17%	-$299K	0.02%	772
2023 Q4	$1.69M	Sell	25,801 -10,613	-29%	-$653K	0.03%	663
2023 Q3	$2.19M	Buy	36,414 +4,203	+13%	+$263K	0.04%	543
2023 Q2	$2M	Buy	+32,211	New	+$1.95M	0.04%	553
2023 Q1	–	Sell	-23,204	Closed	-$1.41M	–	829
2022 Q4	$1.41M	Buy	+23,204	New	+$1.39M	0.03%	631

Other funds holding DTD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

PFG

Pinnacle Financial Group Western Springs, Illinois $410M AUM 20.67% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Atria Investments's DTD Position: Q2 2026 in Review

Atria Investments reduced its WisdomTree US Total Dividend Fund (DTD) stake by 56% in Q2 2026, selling an estimated $7.53M and leaving 64,983 shares worth $6.06M. The position accounts for 0.06% of the portfolio, ranked #337.

Atria Investments first reported a position in DTD in Q4 2022 and has held it in 14 quarters since. The position peaked at $12.7M in Q1 2026. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Atria Investments held 64,983 shares of WisdomTree US Total Dividend Fund worth $6.06M as of Q2 2026.
Atria Investments sold 82,425 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $7.53M.
WisdomTree US Total Dividend Fund made up 0.06% of Atria Investments's portfolio in Q2 2026, its #337 holding.
Atria Investments first reported a position in WisdomTree US Total Dividend Fund in Q4 2022 and has held it in 14 quarters since.
Atria Investments's WisdomTree US Total Dividend Fund position peaked at $12.7M in Q1 2026.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

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