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Atria Wealth Solutions’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Atria Wealth Solutions’s Portfolio DTD Stock Details DTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$830K Sell
10,255
-3,174
-24% -$240K 0.02% 719
2025
Q1 		$1.03M Buy
13,429
+484
+4% +$37.6K 0.01% 877
2024
Q4 		$982K Sell
12,945
-492
-4% -$38.3K 0.01% 928
2024
Q3 		$1.03M Buy
13,437
+61
+0.5% +$4.49K 0.01% 905
2024
Q2 		$947K Buy
13,376
+2,881
+27% +$200K 0.01% 917
2024
Q1 		$742K Sell
10,495
-6,015
-36% -$404K 0.01% 1050
2023
Q4 		$1.08M Buy
16,510
+1,236
+8% +$76.1K 0.01% 828
2023
Q3 		$919K Buy
15,274
+1,280
+9% +$80K 0.01% 856
2023
Q2 		$869K Buy
13,994
+6,580
+89% +$398K 0.01% 902
2023
Q1 		$449K Buy
7,414
+2,693
+57% +$165K 0.01% 1193
2022
Q4 		$286K Buy
4,721
+450
+11% +$27K ﹤0.01% 1389
2022
Q3 		$232K Buy
4,271
+325
+8% +$19.4K ﹤0.01% 1472
2022
Q2 		$229K Sell
3,946
-4,036
-51% -$249K ﹤0.01% 1366
2022
Q1 		$515K Buy
+7,982
New +$508K 0.01% 1054

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
PFG
Pinnacle Financial Group Western Springs, Illinois $410M AUM 20.67% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Atria Wealth Solutions reduced its WisdomTree US Total Dividend Fund (DTD) stake by 24% in Q2 2025, selling an estimated $240K and leaving 10,255 shares worth $830K. The position accounts for 0.02% of the portfolio, ranked #719.

Atria Wealth Solutions first reported a position in DTD in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.08M in Q4 2023. 198 funds tracked by Wall St. Rank hold DTD as of Q2 2025.

  • Atria Wealth Solutions held 10,255 shares of WisdomTree US Total Dividend Fund worth $830K as of Q2 2025.
  • Atria Wealth Solutions sold 3,174 WisdomTree US Total Dividend Fund shares in Q2 2025, an estimated $240K.
  • WisdomTree US Total Dividend Fund made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #719 holding.
  • Atria Wealth Solutions first reported a position in WisdomTree US Total Dividend Fund in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's WisdomTree US Total Dividend Fund position peaked at $1.08M in Q4 2023.
  • 198 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2025.

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