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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

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Atria Wealth Solutions's DES Position: Q2 2025 in Review

Atria Wealth Solutions sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2025, closing a stake of 20,266 shares — an estimated $648K sold.

Atria Wealth Solutions first reported a position in DES in Q1 2022 and held it in 13 quarters. The position peaked at $1M in Q1 2022. 324 funds tracked by Wall St. Rank hold DES as of Q2 2025.

  • Atria Wealth Solutions reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 20,266 WisdomTree US SmallCap Dividend Fund shares in Q2 2025, an estimated $648K.
  • Atria Wealth Solutions first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's WisdomTree US SmallCap Dividend Fund position peaked at $1M in Q1 2022.
  • 324 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.