WISDOMTREE TR

Ticker: DES CUSIP: 97717W604 Class: US SMALLCAP DIVD

EXENCIAL WEALTH ADVISORS, LLC's Holding History (CIK: 0001576151)

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

Q4 2025
Shares 9,688 Value ($000) $324 Avg Close Range
Q3 2025
Shares 10,866 Value ($000) $366 Avg Close Range
Q2 2025
Shares 11,005 Value ($000) $350 Avg Close Range
Q1 2025
Shares 11,316 Value ($000) $362 Avg Close Range
Q4 2024
Shares 11,614 Value ($000) $399 Avg Close Range
Q3 2024
Shares 13,989 Value ($000) $482 Avg Close Range
Q2 2024
Shares 13,978 Value ($000) $435 Avg Close Range
Q1 2024
Shares 14,106 Value ($000) $461 Avg Close Range
Q4 2023
Shares 14,167 Value ($000) $456 Avg Close Range
Q3 2023
Shares 13,100 Value ($000) $369 Avg Close Range
Q2 2023
Shares 20,206 Value ($000) $582 Avg Close Range
Q1 2022
Shares 6,691 Value ($000) $213 Avg Close Range
Q4 2021
Shares 6,751 Value ($000) $222 Avg Close Range