Atria Wealth Solutions’s WisdomTree US Value Fund WTV Stock Holding History

Atria Wealth Solutions’s Portfolio WTV Stock Details WTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$4.46M	Buy
2024 Q4	$264K	Buy
2024 Q3	$218K	Buy
2024 Q2	–	Sell
2024 Q1	$206K	Buy