WISDOMTREE TR

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

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

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

Q4 2025
Shares 54,176 Value ($000) $4,772 Avg Close — Range —
Q2 2025
Shares 57,165 Value ($000) $4,696 Avg Close — Range —
Q1 2025
Shares 51,155 Value ($000) $4,060 Avg Close — Range —
Q4 2024
Shares 52,042 Value ($000) $4,048 Avg Close — Range —
Q3 2024
Shares 52,094 Value ($000) $4,092 Avg Close — Range —
Q2 2024
Shares 52,092 Value ($000) $3,790 Avg Close — Range —
Q1 2024
Shares 52,097 Value ($000) $3,761 Avg Close — Range —
Q4 2023
Shares 52,907 Value ($000) $3,512 Avg Close — Range —
Q3 2023
Shares 53,019 Value ($000) $3,260 Avg Close — Range —
Q2 2023
Shares 53,052 Value ($000) $3,376 Avg Close — Range —
Q1 2023
Shares 45,632 Value ($000) $1,442 Avg Close — Range —
Q4 2022
Shares 53,226 Value ($000) $3,297 Avg Close — Range —
Q3 2022
Shares 54,273 Value ($000) $2,999 Avg Close — Range —
Q2 2022
Shares 38,740 Value ($000) $2,290 Avg Close — Range —
Q1 2022
Shares 39,341 Value ($000) $2,585 Avg Close — Range —
Q4 2021
Shares 39,517 Value ($000) $2,610 Avg Close — Range —
Q3 2021
Shares 19,564 Value ($000) $2,334 Avg Close — Range —
Q2 2021
Shares 25,308 Value ($000) $3,045 Avg Close — Range —
Q1 2021
Shares 27,606 Value ($000) $3,166 Avg Close — Range —
Q4 2020
Shares 27,849 Value ($000) $2,994 Avg Close — Range —
Q3 2020
Shares 28,186 Value ($000) $2,735 Avg Close — Range —
Q1 2020
Shares 28,051 Value ($000) $2,270 Avg Close — Range —
Q4 2019
Shares 22,447 Value ($000) $2,378 Avg Close — Range —
Q3 2019
Shares 3,430 Value ($000) $340 Avg Close — Range —
Q2 2019
Shares 3,430 Value ($000) $332 Avg Close — Range —
Q1 2019
Shares 6,108 Value ($000) $575 Avg Close — Range —
Q4 2018
Shares 3,430 Value ($000) $290 Avg Close — Range —
Q3 2018
Shares 3,430 Value ($000) $327 Avg Close — Range —
Q2 2018
Shares 3,430 Value ($000) $308 Avg Close — Range —
Q1 2018
Shares 3,430 Value ($000) $304 Avg Close — Range —
Q4 2017
Shares 3,430 Value ($000) $316 Avg Close — Range —
Q3 2017
Shares 3,430 Value ($000) $298 Avg Close — Range —
Q2 2017
Shares 3,430 Value ($000) $288 Avg Close — Range —
Q1 2017
Shares 3,430 Value ($000) $284 Avg Close — Range —
Q4 2015
Shares 3,345 Value ($000) $238 Avg Close — Range —