WISDOMTREE TR

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

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

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

Q4 2025
Shares 50,932 Value ($000) $4,486 Avg Close — Range —
Q3 2025
Shares 51,498 Value ($000) $4,482 Avg Close — Range —
Q2 2025
Shares 53,763 Value ($000) $4,416 Avg Close — Range —
Q1 2025
Shares 53,614 Value ($000) $4,255 Avg Close — Range —
Q4 2024
Shares 60,232 Value ($000) $4,686 Avg Close — Range —
Q3 2024
Shares 29,622 Value ($000) $2,325 Avg Close — Range —
Q2 2024
Shares 55,284 Value ($000) $4,022 Avg Close — Range —
Q1 2024
Shares 45,516 Value ($000) $3,286 Avg Close — Range —
Q4 2023
Shares 49,686 Value ($000) $3,298 Avg Close — Range —
Q3 2023
Shares 5,776 Value ($000) $702 Avg Close — Range —
Q2 2023
Shares 10,786 Value ($000) $686 Avg Close — Range —