AWS
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Atria Wealth Solutions’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-20,266
Closed -$648K – 1547
2025
Q1 		$648K Sell
20,266
-7,013
-26% -$236K 0.01% 1070
2024
Q4 		$937K Buy
27,279
+6,163
+29% +$218K 0.01% 945
2024
Q3 		$728K Sell
21,116
-14
-0.1% -$465 0.01% 1050
2024
Q2 		$658K Buy
21,130
+612
+3% +$19.2K 0.01% 1091
2024
Q1 		$671K Buy
20,518
+522
+3% +$16.3K 0.01% 1109
2023
Q4 		$643K Sell
19,996
-1,399
-7% -$40.6K 0.01% 1084
2023
Q3 		$603K Sell
21,395
-8,800
-29% -$258K 0.01% 1045
2023
Q2 		$869K Sell
30,195
-1,153
-4% -$32.1K 0.01% 901
2023
Q1 		$895K Buy
31,348
+1,182
+4% +$35.4K 0.01% 839
2022
Q4 		$858K Sell
30,166
-2,468
-8% -$70.9K 0.01% 818
2022
Q3 		$840K Buy
32,634
+43
+0.1% +$1.25K 0.01% 782
2022
Q2 		$919K Buy
32,591
+1,173
+4% +$35.2K 0.02% 733
2022
Q1 		$1M Buy
+31,418
New +$1M 0.02% 728

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