WISDOMTREE TR

Ticker: DON CUSIP: 97717W505 Class: ETF

Connecticut Wealth Management, LLC's Holding History (CIK: 0001689829)

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

Q4 2025
Shares 22,303 Value ($000) $1,151 Avg Close — Range —
Q3 2025
Shares 22,469 Value ($000) $1,175 Avg Close — Range —
Q2 2025
Shares 22,469 Value ($000) $1,126 Avg Close — Range —
Q1 2025
Shares 23,039 Value ($000) $1,141 Avg Close — Range —
Q3 2024
Shares 23,339 Value ($000) $1,193 Avg Close — Range —
Q2 2024
Shares 25,894 Value ($000) $1,211 Avg Close — Range —
Q1 2024
Shares 26,589 Value ($000) $1,297 Avg Close — Range —
Q4 2023
Shares 37,778 Value ($000) $1,726 Avg Close — Range —
Q3 2023
Shares 37,988 Value ($000) $1,556 Avg Close — Range —
Q2 2023
Shares 40,043 Value ($000) $1,684 Avg Close — Range —
Q1 2023
Shares 87,051 Value ($000) $3,567 Avg Close — Range —
Q4 2022
Shares 164,668 Value ($000) $6,774 Avg Close — Range —
Q3 2022
Shares 166,194 Value ($000) $6,261 Avg Close — Range —
Q2 2022
Shares 168,451 Value ($000) $6,566 Avg Close — Range —
Q1 2022
Shares 173,509 Value ($000) $7,707 Avg Close — Range —
Q4 2021
Shares 175,298 Value ($000) $7,776 Avg Close — Range —
Q3 2021
Shares 187,012 Value ($000) $7,752 Avg Close — Range —
Q2 2021
Shares 197,078 Value ($000) $8,267 Avg Close — Range —
Q1 2021
Shares 588,045 Value ($000) $43,150 Avg Close — Range —
Q4 2020
Shares 231,915 Value ($000) $8,073 Avg Close — Range —
Q3 2020
Shares 246,069 Value ($000) $7,116 Avg Close — Range —
Q2 2020
Shares 324,505 Value ($000) $9,196 Avg Close — Range —
Q1 2020
Shares 355,932 Value ($000) $8,599 Avg Close — Range —
Q4 2019
Shares 825,558 Value ($000) $31,404 Avg Close — Range —
Q3 2019
Shares 842,649 Value ($000) $30,597 Avg Close — Range —
Q2 2019
Shares 833,791 Value ($000) $30,183 Avg Close — Range —