WISDOMTREE TR

Ticker: DON CUSIP: 97717W505 Class: ETF

AE Wealth Management LLC's Holding History (CIK: 0001697723)

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

Q4 2025
Shares 335,474 Value ($000) $17,311 Avg Close — Range —
Q3 2025
Shares 307,922 Value ($000) $16,104 Avg Close — Range —
Q2 2025
Shares 271,347 Value ($000) $13,600 Avg Close — Range —
Q1 2025
Shares 243,435 Value ($000) $12,055 Avg Close — Range —
Q4 2024
Shares 223,194 Value ($000) $11,376 Avg Close — Range —
Q3 2024
Shares 212,083 Value ($000) $10,844 Avg Close — Range —
Q2 2024
Shares 675,952 Value ($000) $31,614 Avg Close — Range —
Q1 2024
Shares 667,438 Value ($000) $32,551 Avg Close — Range —
Q4 2023
Shares 785,831 Value ($000) $35,700 Avg Close — Range —
Q3 2023
Shares 775,409 Value ($000) $31,761 Avg Close — Range —
Q2 2023
Shares 736,317 Value ($000) $30,962 Avg Close — Range —
Q1 2023
Shares 676,166 Value ($000) $27,709 Avg Close — Range —
Q4 2022
Shares 639,674 Value ($000) $26,316 Avg Close — Range —
Q3 2022
Shares 644,790 Value ($000) $24,289 Avg Close — Range —
Q2 2022
Shares 1,037,868 Value ($000) $40,456 Avg Close — Range —
Q1 2022
Shares 653,219 Value ($000) $29,016 Avg Close — Range —
Q4 2021
Shares 627,330 Value ($000) $27,828 Avg Close — Range —
Q3 2021
Shares 560,351 Value ($000) $23,227 Avg Close — Range —
Q2 2021
Shares 480,063 Value ($000) $20,139 Avg Close — Range —
Q1 2021
Shares 419,983 Value ($000) $16,976 Avg Close — Range —
Q4 2020
Shares 372,603 Value ($000) $12,970 Avg Close — Range —
Q3 2020
Shares 327,119 Value ($000) $9,460 Avg Close — Range —
Q2 2020
Shares 418,962 Value ($000) $11,873 Avg Close — Range —
Q1 2020
Shares 203,774 Value ($000) $4,923 Avg Close — Range —
Q4 2019
Shares 352,199 Value ($000) $13,398 Avg Close — Range —
Q3 2019
Shares 145,325 Value ($000) $5,277 Avg Close — Range —
Q2 2019
Shares 61,235 Value ($000) $2,217 Avg Close — Range —
Q1 2019
Shares 30,090 Value ($000) $1,077 Avg Close — Range —
Q3 2018
Shares 6,862 Value ($000) $253 Avg Close — Range —
Q4 2017
Shares 7,534 Value ($000) $266 Avg Close — Range —