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Atria Investments’s WisdomTree International Multifactor Fund DWMF Stock Holding History

Atria Investments’s Portfolio DWMF Stock Details DWMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-15,187
Closed -$397K – 1934
2024
Q2 		$397K Sell
15,187
-68,022
-82% -$1.8M 0.01% 1421
2024
Q1 		$2.21M Buy
83,209
+5,540
+7% +$142K 0.03% 614
2023
Q4 		$1.96M Buy
+77,669
New +$1.92M 0.03% 605

Other funds holding DWMF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Atria Investments's DWMF Position: Q3 2024 in Review

Atria Investments sold out of WisdomTree International Multifactor Fund (DWMF) in Q3 2024, closing a stake of 15,187 shares — an estimated $397K sold.

Atria Investments first reported a position in DWMF in Q4 2023 and held it in 3 quarters. The position peaked at $2.21M in Q1 2024. 18 funds tracked by Wall St. Rank hold DWMF as of Q3 2024.

  • Atria Investments reported no remaining WisdomTree International Multifactor Fund position as of Q3 2024 after selling out during the quarter.
  • Atria Investments sold 15,187 WisdomTree International Multifactor Fund shares in Q3 2024, an estimated $397K.
  • Atria Investments first reported a position in WisdomTree International Multifactor Fund in Q4 2023 and held it in 3 quarters.
  • Atria Investments's WisdomTree International Multifactor Fund position peaked at $2.21M in Q1 2024.
  • 18 funds tracked by Wall St. Rank held WisdomTree International Multifactor Fund as of Q3 2024.

Based on Atria Investments's 13F filing for Q3 2024, filed 1 Nov 2024.