Atria Wealth Solutions’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $648K | Sell |
|
|||||
|
2024
Q4 | $937K | Buy |
|
|||||
|
2024
Q3 | $728K | Sell |
|
|||||
|
2024
Q2 | $658K | Buy |
|
|||||
|
2024
Q1 | $671K | Buy |
|
|||||
|
2023
Q4 | $643K | Sell |
|
|||||
|
2023
Q3 | $603K | Sell |
|
|||||
|
2023
Q2 | $869K | Sell |
|
|||||
|
2023
Q1 | $895K | Buy |
|
|||||
|
2022
Q4 | $858K | Sell |
|
|||||
|
2022
Q3 | $840K | Buy |
|
|||||
|
2022
Q2 | $919K | Buy |
|
|||||
|
2022
Q1 | $1M | Buy |
|