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Atria Wealth Solutions’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Atria Wealth Solutions’s Portfolio EES Stock Details EES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,878
Closed -$363K – 2000
2024
Q3 		$363K Buy
6,878
+4
+0.1% +$203 ﹤0.01% 1397
2024
Q2 		$324K Sell
6,874
-393
-5% -$18.8K ﹤0.01% 1460
2024
Q1 		$364K Sell
7,267
-448
-6% -$21.6K ﹤0.01% 1420
2023
Q4 		$384K Sell
7,715
-439
-5% -$19.4K ﹤0.01% 1345
2023
Q3 		$353K Buy
8,154
+29
+0.4% +$1.32K ﹤0.01% 1308
2023
Q2 		$364K Buy
8,125
+146
+2% +$6.22K 0.01% 1322
2023
Q1 		$345K Buy
7,979
+81
+1% +$3.67K 0.01% 1333
2022
Q4 		$336K Buy
7,898
+5
+0.1% +$216 0.01% 1299
2022
Q3 		$309K Sell
7,893
-338
-4% -$14.7K 0.01% 1281
2022
Q2 		$338K Buy
8,231
+246
+3% +$10.9K 0.01% 1146
2022
Q1 		$383K Buy
+7,985
New +$388K 0.01% 1198

Other funds holding EES

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Atria Wealth Solutions's EES Position: Q4 2024 in Review

Atria Wealth Solutions sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q4 2024, closing a stake of 6,878 shares — an estimated $363K sold.

Atria Wealth Solutions first reported a position in EES in Q1 2022 and held it in 11 quarters. The position peaked at $384K in Q4 2023. 160 funds tracked by Wall St. Rank hold EES as of Q4 2024.

  • Atria Wealth Solutions reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 6,878 WisdomTree US SmallCap Earnings Fund shares in Q4 2024, an estimated $363K.
  • Atria Wealth Solutions first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2022 and held it in 11 quarters.
  • Atria Wealth Solutions's WisdomTree US SmallCap Earnings Fund position peaked at $384K in Q4 2023.
  • 160 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.