WISDOMTREE TR

Ticker: DLN CUSIP: 97717W307 Class: US LARGECAP DIVD

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

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

Q4 2025
Shares 2,576 Value ($000) $227 Avg Close Range
Q3 2025
Shares 3,356 Value ($000) $292 Avg Close Range
Q2 2025
Shares 3,956 Value ($000) $325 Avg Close Range
Q1 2025
Shares 3,969 Value ($000) $315 Avg Close Range
Q4 2024
Shares 4,084 Value ($000) $318 Avg Close Range
Q3 2024
Shares 4,148 Value ($000) $326 Avg Close Range
Q2 2024
Shares 4,148 Value ($000) $302 Avg Close Range
Q1 2024
Shares 4,148 Value ($000) $299 Avg Close Range
Q4 2023
Shares 4,176 Value ($000) $277 Avg Close Range
Q3 2023
Shares 4,176 Value ($000) $257 Avg Close Range
Q2 2023
Shares 4,176 Value ($000) $266 Avg Close Range
Q1 2023
Shares 4,176 Value ($000) $258 Avg Close Range
Q4 2022
Shares 4,406 Value ($000) $273 Avg Close Range
Q3 2022
Shares 4,406 Value ($000) $243 Avg Close Range
Q2 2022
Shares 4,406 Value ($000) $260 Avg Close Range
Q1 2022
Shares 4,176 Value ($000) $274 Avg Close Range
Q4 2021
Shares 4,176 Value ($000) $276 Avg Close Range
Q3 2021
Shares 2,088 Value ($000) $249 Avg Close Range
Q2 2021
Shares 2,088 Value ($000) $251 Avg Close Range
Q1 2021
Shares 2,088 Value ($000) $239 Avg Close Range
Q4 2020
Shares 2,088 Value ($000) $224 Avg Close Range
Q3 2020
Shares 2,088 Value ($000) $203 Avg Close Range
Q4 2019
Shares 1,615 Value ($000) $171 Avg Close Range