WISDOMTREE TR

Ticker: DON CUSIP: 97717W505 Class: ETF

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 37,543 Value ($000) $1,937 Avg Close — Range —
Q3 2025
Shares 32,001 Value ($000) $1,674 Avg Close — Range —
Q2 2025
Shares 30,801 Value ($000) $1,544 Avg Close — Range —
Q1 2025
Shares 30,239 Value ($000) $1,497 Avg Close — Range —
Q4 2024
Shares 6,635 Value ($000) $338 Avg Close — Range —
Q3 2024
Shares 5,324 Value ($000) $272 Avg Close — Range —
Q2 2024
Shares 4,797 Value ($000) $224 Avg Close — Range —