WISDOMTREE TR

Ticker: DON CUSIP: 97717W505 Class: ETF

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

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

Q4 2025
Shares 8,478 Value ($000) $437 Avg Close — Range —
Q3 2025
Shares 8,478 Value ($000) $443 Avg Close — Range —
Q2 2025
Shares 8,478 Value ($000) $425 Avg Close — Range —
Q1 2025
Shares 8,478 Value ($000) $420 Avg Close — Range —
Q4 2024
Shares 8,478 Value ($000) $432 Avg Close — Range —
Q3 2024
Shares 8,673 Value ($000) $443 Avg Close — Range —
Q2 2024
Shares 9,272 Value ($000) $434 Avg Close — Range —
Q1 2024
Shares 9,562 Value ($000) $466 Avg Close — Range —
Q4 2023
Shares 9,714 Value ($000) $444 Avg Close — Range —
Q3 2023
Shares 9,785 Value ($000) $401 Avg Close — Range —
Q2 2023
Shares 9,785 Value ($000) $411 Avg Close — Range —
Q1 2023
Shares 9,720 Value ($000) $398 Avg Close — Range —
Q4 2022
Shares 9,834 Value ($000) $405 Avg Close — Range —
Q3 2022
Shares 9,334 Value ($000) $352 Avg Close — Range —
Q2 2022
Shares 9,291 Value ($000) $362 Avg Close — Range —
Q1 2022
Shares 8,971 Value ($000) $398 Avg Close — Range —
Q4 2021
Shares 8,738 Value ($000) $388 Avg Close — Range —
Q3 2021
Shares 8,758 Value ($000) $363 Avg Close — Range —
Q2 2021
Shares 8,153 Value ($000) $342 Avg Close — Range —
Q1 2021
Shares 8,153 Value ($000) $330 Avg Close — Range —
Q4 2020
Shares 8,153 Value ($000) $284 Avg Close — Range —
Q3 2020
Shares 9,655 Value ($000) $279 Avg Close — Range —
Q2 2020
Shares 23,422 Value ($000) $664 Avg Close — Range —
Q1 2020
Shares 21,610 Value ($000) $522 Avg Close — Range —
Q4 2019
Shares 23,185 Value ($000) $882 Avg Close — Range —
Q3 2019
Shares 22,521 Value ($000) $818 Avg Close — Range —
Q2 2019
Shares 23,015 Value ($000) $833 Avg Close — Range —
Q1 2019
Shares 20,420 Value ($000) $731 Avg Close — Range —
Q4 2018
Shares 18,818 Value ($000) $595 Avg Close — Range —
Q3 2018
Shares 18,325 Value ($000) $674 Avg Close — Range —
Q2 2018
Shares 18,655 Value ($000) $667 Avg Close — Range —
Q1 2018
Shares 18,528 Value ($000) $636 Avg Close — Range —
Q4 2017
Shares 15,734 Value ($000) $556 Avg Close — Range —
Q2 2017
Shares 2,990 Value ($000) $291 Avg Close — Range —