WISDOMTREE TR

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

Collaborative Wealth Managment Inc.'s Holding History (CIK: 0001896419)

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

Q4 2025
Shares 6,057 Value ($000) $534 Avg Close — Range —
Q3 2025
Shares 6,160 Value ($000) $536 Avg Close — Range —
Q2 2025
Shares 6,900 Value ($000) $567 Avg Close — Range —
Q1 2025
Shares 7,973 Value ($000) $633 Avg Close — Range —
Q4 2024
Shares 8,550 Value ($000) $665 Avg Close — Range —
Q3 2024
Shares 9,424 Value ($000) $740 Avg Close — Range —
Q2 2024
Shares 9,460 Value ($000) $688 Avg Close — Range —
Q1 2024
Shares 11,266 Value ($000) $813 Avg Close — Range —
Q4 2023
Shares 12,728 Value ($000) $845 Avg Close — Range —
Q3 2023
Shares 12,556 Value ($000) $772 Avg Close — Range —
Q2 2023
Shares 12,079 Value ($000) $768 Avg Close — Range —
Q1 2023
Shares 6,947 Value ($000) $430 Avg Close — Range —