WISDOMTREE TR

Ticker: DTD CUSIP: 97717W109 Class: US TOTAL DIVIDND

Connecticut Wealth Management, LLC's Holding History (CIK: 0001689829)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 268,910 Value ($000) $22,825 Avg Close — Range —
Q3 2025
Shares 271,221 Value ($000) $22,783 Avg Close — Range —
Q2 2025
Shares 271,221 Value ($000) $21,567 Avg Close — Range —
Q1 2025
Shares 276,289 Value ($000) $21,260 Avg Close — Range —
Q4 2024
Shares 327,744 Value ($000) $23,123 Avg Close — Range —
Q3 2024
Shares 278,123 Value ($000) $21,326 Avg Close — Range —
Q2 2024
Shares 278,101 Value ($000) $19,698 Avg Close — Range —
Q1 2024
Shares 278,166 Value ($000) $19,672 Avg Close — Range —
Q4 2023
Shares 278,597 Value ($000) $18,215 Avg Close — Range —
Q3 2023
Shares 282,675 Value ($000) $17,009 Avg Close — Range —
Q2 2023
Shares 283,585 Value ($000) $17,608 Avg Close — Range —
Q1 2023
Shares 478,251 Value ($000) $28,977 Avg Close — Range —
Q4 2022
Shares 530,892 Value ($000) $32,199 Avg Close — Range —
Q3 2022
Shares 530,815 Value ($000) $28,802 Avg Close — Range —
Q2 2022
Shares 539,572 Value ($000) $31,247 Avg Close — Range —
Q1 2022
Shares 542,542 Value ($000) $35,026 Avg Close — Range —
Q4 2021
Shares 542,855 Value ($000) $35,144 Avg Close — Range —
Q3 2021
Shares 272,986 Value ($000) $32,054 Avg Close — Range —
Q2 2021
Shares 273,154 Value ($000) $32,363 Avg Close — Range —
Q4 2020
Shares 289,537 Value ($000) $30,358 Avg Close — Range —
Q3 2020
Shares 302,190 Value ($000) $28,393 Avg Close — Range —
Q2 2020
Shares 321,616 Value ($000) $28,981 Avg Close — Range —
Q1 2020
Shares 388,920 Value ($000) $30,460 Avg Close — Range —
Q4 2019
Shares 405,884 Value ($000) $42,849 Avg Close — Range —
Q3 2019
Shares 409,712 Value ($000) $40,606 Avg Close — Range —
Q2 2019
Shares 407,071 Value ($000) $39,555 Avg Close — Range —