WISDOMTREE TR

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

Amplius Wealth Advisors, LLC's Holding History (CIK: 0001900584)

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

Q4 2025
Shares 20,213 Value ($000) $1,780 Avg Close — Range —
Q3 2025
Shares 18,113 Value ($000) $1,576 Avg Close — Range —
Q2 2025
Shares 26,075 Value ($000) $2,142 Avg Close — Range —
Q1 2025
Shares 26,075 Value ($000) $2,070 Avg Close — Range —
Q4 2024
Shares 26,075 Value ($000) $2,028 Avg Close — Range —
Q3 2024
Shares 26,175 Value ($000) $2,056 Avg Close — Range —
Q2 2024
Shares 27,418 Value ($000) $1,995 Avg Close — Range —
Q1 2024
Shares 28,284 Value ($000) $2,042 Avg Close — Range —
Q4 2023
Shares 28,441 Value ($000) $1,888 Avg Close — Range —
Q3 2023
Shares 28,907 Value ($000) $1,777 Avg Close — Range —
Q2 2023
Shares 31,372 Value ($000) $1,995 Avg Close — Range —
Q1 2023
Shares 38,001 Value ($000) $2,351 Avg Close — Range —
Q4 2022
Shares 38,879 Value ($000) $2,409 Avg Close — Range —
Q3 2022
Shares 500,306 Value ($000) $27,647 Avg Close — Range —
Q2 2022
Shares 424,887 Value ($000) $25,110 Avg Close — Range —
Q1 2022
Shares 20,973 Value ($000) $1,378 Avg Close — Range —
Q4 2021
Shares 20,864 Value ($000) $1,377 Avg Close — Range —