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Atria Wealth Solutions’s WisdomTree Global High Dividend Fund DEW Stock Holding History

Atria Wealth Solutions’s Portfolio DEW Stock Details DEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-4,748
Closed -$243K – 1688
2022
Q1 		$243K Buy
+4,748
New +$240K ﹤0.01% 1446

Other funds holding DEW

JGCM
Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return
LWP
Legacy Wealth Planning Reno, Nevada $60.4M AUM 16.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atria Wealth Solutions's DEW Position: Q2 2022 in Review

Atria Wealth Solutions sold out of WisdomTree Global High Dividend Fund (DEW) in Q2 2022, closing a stake of 4,748 shares — an estimated $243K sold.

Atria Wealth Solutions first reported a position in DEW in Q1 2022 and held it in 1 quarter. The position peaked at $243K in Q1 2022. 30 funds tracked by Wall St. Rank hold DEW as of Q2 2022.

  • Atria Wealth Solutions reported no remaining WisdomTree Global High Dividend Fund position as of Q2 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 4,748 WisdomTree Global High Dividend Fund shares in Q2 2022, an estimated $243K.
  • Atria Wealth Solutions first reported a position in WisdomTree Global High Dividend Fund in Q1 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's WisdomTree Global High Dividend Fund position peaked at $243K in Q1 2022.
  • 30 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q2 2022.

Based on Atria Wealth Solutions's 13F filing for Q2 2022, filed 15 Aug 2022.