WISDOMTREE TR

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

Lutz Financial Services LLC's Holding History (CIK: 0001737112)

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

Q4 2025
Shares 7,456 Value ($000) $657 Avg Close Range
Q3 2025
Shares 7,456 Value ($000) $649 Avg Close Range
Q2 2025
Shares 7,456 Value ($000) $612 Avg Close Range
Q1 2025
Shares 7,456 Value ($000) $592 Avg Close Range
Q4 2024
Shares 7,456 Value ($000) $580 Avg Close Range
Q3 2024
Shares 4,046 Value ($000) $318 Avg Close Range
Q2 2024
Shares 4,046 Value ($000) $294 Avg Close Range
Q1 2024
Shares 4,046 Value ($000) $292 Avg Close Range
Q4 2023
Shares 4,046 Value ($000) $269 Avg Close Range
Q3 2023
Shares 4,046 Value ($000) $249 Avg Close Range
Q2 2023
Shares 4,046 Value ($000) $257 Avg Close Range
Q1 2023
Shares 4,046 Value ($000) $250 Avg Close Range
Q4 2022
Shares 4,046 Value ($000) $251 Avg Close Range
Q3 2022
Shares 4,046 Value ($000) $224 Avg Close Range
Q2 2022
Shares 4,046 Value ($000) $239 Avg Close Range