WISDOMTREE TR

Ticker: DON CUSIP: 97717W505 Class: ETF

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

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

Q4 2025
Shares 26,579 Value ($000) $1,371 Avg Close — Range —
Q2 2025
Shares 28,520 Value ($000) $1,429 Avg Close — Range —
Q1 2025
Shares 28,500 Value ($000) $1,411 Avg Close — Range —
Q4 2024
Shares 31,998 Value ($000) $1,631 Avg Close — Range —
Q3 2024
Shares 30,650 Value ($000) $1,567 Avg Close — Range —
Q2 2024
Shares 30,293 Value ($000) $1,417 Avg Close — Range —
Q1 2024
Shares 30,161 Value ($000) $1,471 Avg Close — Range —
Q4 2023
Shares 32,130 Value ($000) $1,468 Avg Close — Range —
Q3 2023
Shares 32,370 Value ($000) $1,326 Avg Close — Range —
Q2 2023
Shares 22,825 Value ($000) $1,271 Avg Close — Range —
Q1 2023
Shares 3,332 Value ($000) $328 Avg Close — Range —
Q4 2022
Shares 28,902 Value ($000) $1,189 Avg Close — Range —
Q3 2022
Shares 30,435 Value ($000) $1,146 Avg Close — Range —
Q2 2022
Shares 32,556 Value ($000) $1,269 Avg Close — Range —
Q1 2022
Shares 33,949 Value ($000) $1,508 Avg Close — Range —
Q4 2021
Shares 32,881 Value ($000) $1,459 Avg Close — Range —
Q3 2021
Shares 33,127 Value ($000) $1,373 Avg Close — Range —
Q2 2021
Shares 42,163 Value ($000) $1,769 Avg Close — Range —
Q1 2021
Shares 42,193 Value ($000) $1,705 Avg Close — Range —
Q4 2020
Shares 39,634 Value ($000) $1,380 Avg Close — Range —
Q3 2020
Shares 43,021 Value ($000) $1,244 Avg Close — Range —
Q1 2020
Shares 43,886 Value ($000) $1,060 Avg Close — Range —
Q4 2019
Shares 35,987 Value ($000) $1,369 Avg Close — Range —