WisdomTree SmallCap Dividend Fund shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in WisdomTree SmallCap Dividend Fund
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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $648k | 20k | 31.96 |
| 2024-12-31 | $937k | 27k | 34.35 |
| 2024-09-30 | $728k | 21k | 34.49 |
| 2024-06-30 | $658k | 21k | 31.15 |
| 2024-03-31 | $671k | 21k | 32.68 |
| 2023-12-31 | $644k | 20k | 32.19 |
| 2023-09-30 | $603k | 21k | 28.20 |
| 2023-06-30 | $869k | 30k | 28.79 |
| 2023-03-31 | $895k | 31k | 28.56 |
| 2022-12-31 | $858k | 30k | 28.44 |
| 2022-09-30 | $840k | 33k | 25.74 |
| 2022-06-30 | $919k | 33k | 28.21 |
| 2022-03-31 | $1.0M | 31k | 31.84 |
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