WISDOMTREE TR

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

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 69,424 Value ($000) $6,115 Avg Close — Range —
Q3 2025
Shares 56,966 Value ($000) $4,958 Avg Close — Range —
Q2 2025
Shares 59,867 Value ($000) $4,917 Avg Close — Range —
Q1 2025
Shares 68,716 Value ($000) $5,454 Avg Close — Range —
Q4 2024
Shares 3,911 Value ($000) $304 Avg Close — Range —