WISDOMTREE TR

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

Amplius Wealth Advisors, LLC's Holding History (CIK: 0001900584)

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

Q4 2025
Shares 3,800 Value ($000) $323 Avg Close Range
Q3 2025
Shares 3,800 Value ($000) $319 Avg Close Range
Q2 2025
Shares 5,586 Value ($000) $444 Avg Close Range
Q1 2025
Shares 5,586 Value ($000) $430 Avg Close Range
Q4 2024
Shares 5,586 Value ($000) $424 Avg Close Range
Q3 2024
Shares 5,586 Value ($000) $428 Avg Close Range
Q2 2024
Shares 5,586 Value ($000) $396 Avg Close Range
Q1 2024
Shares 7,186 Value ($000) $508 Avg Close Range
Q4 2023
Shares 7,186 Value ($000) $470 Avg Close Range
Q3 2023
Shares 7,316 Value ($000) $440 Avg Close Range
Q2 2023
Shares 7,816 Value ($000) $485 Avg Close Range
Q1 2023
Shares 7,816 Value ($000) $474 Avg Close Range
Q4 2022
Shares 7,816 Value ($000) $474 Avg Close Range
Q3 2022
Shares 7,816 Value ($000) $424 Avg Close Range
Q2 2022
Shares 7,686 Value ($000) $445 Avg Close Range
Q1 2022
Shares 11,092 Value ($000) $716 Avg Close Range
Q4 2021
Shares 11,092 Value ($000) $718 Avg Close Range