WISDOMTREE TR

Ticker: DON CUSIP: 97717W505 Class: ETF

Capital Advisors Wealth Management, LLC's Holding History (CIK: 0001824700)

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

Q4 2025
Shares 5,480 Value ($000) $283 Avg Close Range
Q3 2025
Shares 5,452 Value ($000) $285 Avg Close Range
Q2 2025
Shares 5,431 Value ($000) $272 Avg Close Range
Q1 2025
Shares 4,936 Value ($000) $244 Avg Close Range
Q4 2024
Shares 4,917 Value ($000) $251 Avg Close Range
Q3 2024
Shares 5,322 Value ($000) $272 Avg Close Range
Q2 2024
Shares 5,075 Value ($000) $237 Avg Close Range
Q1 2024
Shares 5,053 Value ($000) $246 Avg Close Range
Q4 2023
Shares 5,134 Value ($000) $235 Avg Close Range
Q3 2023
Shares 5,210 Value ($000) $213 Avg Close Range
Q2 2023
Shares 5,187 Value ($000) $218 Avg Close Range
Q1 2023
Shares 5,263 Value ($000) $216 Avg Close Range
Q4 2022
Shares 5,244 Value ($000) $216 Avg Close Range
Q3 2022
Shares 5,312 Value ($000) $200 Avg Close Range
Q2 2022
Shares 5,336 Value ($000) $208 Avg Close Range
Q1 2022
Shares 5,511 Value ($000) $245 Avg Close Range
Q4 2021
Shares 6,002 Value ($000) $266 Avg Close Range
Q3 2021
Shares 5,972 Value ($000) $248 Avg Close Range
Q2 2021
Shares 6,048 Value ($000) $254 Avg Close Range
Q1 2021
Shares 6,775 Value ($000) $274 Avg Close Range