WISDOMTREE TR

Ticker: DON CUSIP: 97717W505 Class: ETF

Steward Partners Investment Advisory, LLC's Holding History (CIK: 0001723397)

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

Q4 2025
Shares 22,652 Value ($000) $1,169 Avg Close Range
Q3 2025
Shares 21,835 Value ($000) $1,142 Avg Close Range
Q2 2025
Shares 21,278 Value ($000) $1,066 Avg Close Range
Q1 2025
Shares 20,434 Value ($000) $1,012 Avg Close Range
Q4 2024
Shares 19,184 Value ($000) $978 Avg Close Range
Q3 2024
Shares 19,268 Value ($000) $985 Avg Close Range
Q2 2024
Shares 19,511 Value ($000) $913 Avg Close Range
Q1 2024
Shares 20,509 Value ($000) $1,000 Avg Close Range
Q4 2023
Shares 20,079 Value ($000) $917 Avg Close Range
Q3 2023
Shares 19,695 Value ($000) $807 Avg Close Range
Q2 2023
Shares 21,718 Value ($000) $913 Avg Close Range
Q1 2023
Shares 56,791 Value ($000) $2,327 Avg Close Range
Q4 2022
Shares 54,643 Value ($000) $2,248 Avg Close Range
Q3 2022
Shares 51,052 Value ($000) $1,923 Avg Close Range
Q2 2022
Shares 48,364 Value ($000) $1,885 Avg Close Range
Q1 2022
Shares 35,871 Value ($000) $1,593 Avg Close Range
Q4 2021
Shares 36,577 Value ($000) $1,623 Avg Close Range
Q3 2021
Shares 34,625 Value ($000) $1,435 Avg Close Range
Q2 2021
Shares 35,285 Value ($000) $1,480 Avg Close Range
Q1 2021
Shares 84,371 Value ($000) $3,410,263 Avg Close Range
Q4 2020
Shares 32,592 Value ($000) $1,135 Avg Close Range
Q3 2020
Shares 30,461 Value ($000) $881 Avg Close Range
Q2 2020
Shares 31,040 Value ($000) $880 Avg Close Range
Q1 2020
Shares 28,766 Value ($000) $694 Avg Close Range
Q4 2019
Shares 83,095 Value ($000) $3,160 Avg Close Range
Q3 2019
Shares 70,686 Value ($000) $2,566 Avg Close Range
Q2 2019
Shares 57,487 Value ($000) $2,081 Avg Close Range
Q1 2019
Shares 52,891 Value ($000) $1,892 Avg Close Range
Q4 2018
Shares 10,647 Value ($000) $336 Avg Close Range
Q3 2018
Shares 3,745 Value ($000) $138 Avg Close Range
Q2 2018
Shares 2,270 Value ($000) $81 Avg Close Range
Q1 2018
Shares 1,800 Value ($000) $61 Avg Close Range
Q4 2017
Shares 1,800 Value ($000) $63 Avg Close Range
Q3 2017
Shares 620 Value ($000) $61 Avg Close Range
Q2 2017
Shares 1,275 Value ($000) $124 Avg Close Range
Q1 2017
Shares 1,285 Value ($000) $125 Avg Close Range