Atria Wealth Solutions, Inc. Wisdomtree Tr U.S. Smallcap Di Transaction History

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 27,279 shares of DES stock, worth $920,939. This represents 0.01% of its overall portfolio holdings.

Number of Shares
27,279
Previous 21,116 29.19%
Holding current value
$920,939
Previous $728,000 28.71%
% of portfolio
0.01%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$33.7 - $37.69 $207,693 - $232,283
6,163 Added 29.19%
27,279 $937,000
Q3 2024

Nov 08, 2024
SELL
$30.61 - $34.92 $428 - $488
-14 Reduced 0.07%
21,116 $728,000
Q2 2024

Jul 22, 2024
BUY
$30.34 - $32.53 $18,568 - $19,908
612 Added 2.98%
21,130 $658,000
Q1 2024

May 13, 2024
BUY
$30.25 - $32.68 $15,790 - $17,058
522 Added 2.61%
20,518 $670,000
Q4 2023

Feb 02, 2024
SELL
$26.55 - $32.72 $37,143 - $45,775
-1,399 Reduced 6.54%
19,996 $643,000
Q3 2023

Nov 08, 2023
SELL
$27.79 - $30.65 $244,552 - $269,720
-8,800 Reduced 29.14%
21,395 $603,000
Q2 2023

Aug 03, 2023
BUY
$26.6 - $29.16 $771 - $845
29 Added 0.1%
30,195 $869,000
Q1 2023

Aug 22, 2023
BUY
$27.3 - $32.13 $31,476 - $37,045
1,153 Added 3.82%
31,348 $895,000
Q1 2023

Jun 14, 2023
SELL
$27.3 - $32.13 $32,268 - $37,977
-1,182 Reduced 3.77%
30,166 $861,000
Q1 2023

May 10, 2023
BUY
$27.3 - $32.13 $32,268 - $37,977
1,182 Added 3.92%
31,348 $895,000
Q4 2022

Aug 30, 2023
SELL
$26.29 - $30.5 $762 - $884
-29 Reduced 0.1%
30,166 $857,000
Q4 2022

Feb 13, 2023
SELL
$26.29 - $30.5 $64,883 - $75,274
-2,468 Reduced 7.56%
30,166 $857,000
Q3 2022

Feb 13, 2023
SELL
$25.74 - $31.54 $355,726 - $435,882
-13,820 Reduced 29.75%
32,634 $0
Q3 2022

Nov 14, 2022
BUY
$25.74 - $31.54 $356,833 - $437,239
13,863 Added 42.54%
46,454 $1.23 Million
Q2 2022

Aug 15, 2022
BUY
$27.57 - $32.14 $32,339 - $37,700
1,173 Added 3.73%
32,591 $919,000
Q1 2022

May 16, 2022
BUY
$30.79 - $33.49 $967,360 - $1.05 Million
31,418 New
31,418 $1 Million

Others Institutions Holding DES

# of Institutions
360
Shares Held
31.5M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

DES Quotes by TradingView
  • Ticker DES
  • Sector ETFs
  • Industry ETFs
More about DES
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