WISDOMTREE TR

Ticker: EES CUSIP: 97717W562 Class: ETF

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

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

Q4 2025
Shares 4,290 Value ($000) $244 Avg Close Range
Q3 2025
Shares 4,290 Value ($000) $240 Avg Close Range
Q2 2025
Shares 4,290 Value ($000) $219 Avg Close Range
Q1 2025
Shares 4,290 Value ($000) $210 Avg Close Range
Q4 2024
Shares 4,290 Value ($000) $231 Avg Close Range
Q3 2024
Shares 4,290 Value ($000) $226 Avg Close Range
Q2 2024
Shares 4,290 Value ($000) $202 Avg Close Range
Q1 2024
Shares 4,290 Value ($000) $215 Avg Close Range
Q4 2023
Shares 4,290 Value ($000) $214 Avg Close Range
Q1 2022
Shares 4,290 Value ($000) $206 Avg Close Range
Q4 2021
Shares 4,290 Value ($000) $221 Avg Close Range
Q3 2021
Shares 4,290 Value ($000) $207 Avg Close Range
Q2 2021
Shares 4,290 Value ($000) $212 Avg Close Range
Q1 2021
Shares 4,290 Value ($000) $203 Avg Close Range
Q4 2019
Shares 4,325 Value ($000) $166 Avg Close Range
Q2 2019
Shares 9,213 Value ($000) $331 Avg Close Range
Q1 2019
Shares 7,264 Value ($000) $262 Avg Close Range