Atria Investments LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Atria Investments LLC

$7.56 Billion
Q3 2024

A detailed history of Atria Investments LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Atria Investments LLC holds 11,197 shares of DES stock, worth $386,968. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,197

Previous 11,032 1.5%

Holding current value

$386,968

Previous $343,000 12.54%

% of portfolio

0.01%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$30.61 - $34.92 $5,050 - $5,761	165 Added 1.5%	11,197 $386,000
Q2 2024 Aug 13, 2024	BUY	$30.34 - $32.53 $334,710 - $358,870	11,032 New	11,032 $343,000
Q1 2020 May 15, 2020	SELL	$15.92 - $28.87 $142,754 - $258,877	-8,967 Closed	0 $0
Q4 2019 Feb 11, 2020	BUY	$26.28 - $28.79 $3,285 - $3,598	125 Added 1.41%	8,967 $257,000
Q3 2019 Nov 14, 2019	BUY	$26.76 - $27.89 $3,612 - $3,765	135 Added 1.55%	8,842 $242,000
Q2 2019 Aug 26, 2019	SELL	N/A	-241,681 Reduced 96.52%	8,707 $222,000
Q2 2019 Aug 09, 2019	BUY	N/A	215,892 Added 625.85%	250,388 $9,000
Q1 2019 May 15, 2019	BUY	N/A	12,304 Added 55.44%	34,496 $950,000
Q4 2018 Feb 12, 2019	BUY	N/A	13,503 Added 155.4%	22,192 $544,000
Q3 2018 Oct 09, 2018	BUY	N/A	58 Added 0.67%	8,689 $258,000
Q2 2018 Jul 13, 2018	BUY	N/A	123 Added 1.45%	8,631 $256,000
Q1 2018 Apr 30, 2018	SELL	N/A	-1,138 Reduced 11.8%	8,508 $233,000
Q4 2017 Jan 16, 2018	BUY	N/A	9,646	9,646 $280,000

Others Institutions Holding DES

# of Institutions

351

Shares Held

29.3M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
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Atria Investments LLC Wisdomtree Tr U.S. Smallcap Di Transaction History