WISDOMTREE TR

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

Capital Advisors Wealth Management, LLC's Holding History (CIK: 0001824700)

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

Q4 2025
Shares 8,593 Value ($000) $757 Avg Close — Range —
Q3 2025
Shares 8,570 Value ($000) $746 Avg Close — Range —
Q2 2025
Shares 8,636 Value ($000) $709 Avg Close — Range —
Q1 2025
Shares 8,610 Value ($000) $683 Avg Close — Range —
Q4 2024
Shares 8,590 Value ($000) $668 Avg Close — Range —
Q3 2024
Shares 8,563 Value ($000) $673 Avg Close — Range —
Q2 2024
Shares 8,536 Value ($000) $621 Avg Close — Range —
Q1 2024
Shares 8,507 Value ($000) $614 Avg Close — Range —
Q4 2023
Shares 8,484 Value ($000) $563 Avg Close — Range —
Q3 2023
Shares 9,296 Value ($000) $572 Avg Close — Range —
Q2 2023
Shares 8,560 Value ($000) $544 Avg Close — Range —
Q1 2023
Shares 8,524 Value ($000) $527 Avg Close — Range —
Q4 2022
Shares 8,490 Value ($000) $526 Avg Close — Range —
Q3 2022
Shares 8,079 Value ($000) $446 Avg Close — Range —
Q2 2022
Shares 7,992 Value ($000) $472 Avg Close — Range —
Q1 2022
Shares 7,906 Value ($000) $520 Avg Close — Range —
Q4 2021
Shares 7,702 Value ($000) $509 Avg Close — Range —
Q3 2021
Shares 3,964 Value ($000) $473 Avg Close — Range —
Q2 2021
Shares 3,891 Value ($000) $468 Avg Close — Range —
Q1 2021
Shares 2,879 Value ($000) $330 Avg Close — Range —