WISDOMTREE TR

Ticker: DON CUSIP: 97717W505 Class: ETF

Integrated Wealth Concepts LLC's Holding History (CIK: 0001737109)

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

Q3 2025
Shares 31,020 Value ($000) $1,622 Avg Close — Range —
Q2 2025
Shares 4,747 Value ($000) $238 Avg Close — Range —
Q1 2025
Shares 4,633 Value ($000) $229 Avg Close — Range —
Q4 2024
Shares 7,192 Value ($000) $367 Avg Close — Range —
Q3 2024
Shares 7,331 Value ($000) $375 Avg Close — Range —
Q2 2024
Shares 7,657 Value ($000) $358 Avg Close — Range —
Q1 2024
Shares 7,473 Value ($000) $364 Avg Close — Range —
Q4 2023
Shares 6,838 Value ($000) $312 Avg Close — Range —
Q3 2023
Shares 6,783 Value ($000) $278 Avg Close — Range —
Q2 2023
Shares 6,911 Value ($000) $291 Avg Close — Range —
Q1 2023
Shares 6,013 Value ($000) $0 Avg Close — Range —
Q4 2020
Shares 15,214 Value ($000) $530 Avg Close — Range —
Q3 2020
Shares 14,658 Value ($000) $424 Avg Close — Range —
Q2 2020
Shares 14,060 Value ($000) $398 Avg Close — Range —
Q1 2020
Shares 11,085 Value ($000) $268 Avg Close — Range —
Q4 2019
Shares 7,911 Value ($000) $301 Avg Close — Range —
Q3 2019
Shares 5,645 Value ($000) $205 Avg Close — Range —