WISDOMTREE TR

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

Connecticut Wealth Management, LLC's Holding History (CIK: 0001689829)

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

Q4 2025
Shares 27,545 Value ($000) $921 Avg Close — Range —
Q3 2025
Shares 27,545 Value ($000) $928 Avg Close — Range —
Q2 2025
Shares 27,545 Value ($000) $875 Avg Close — Range —
Q1 2025
Shares 27,921 Value ($000) $892 Avg Close — Range —
Q3 2024
Shares 27,921 Value ($000) $963 Avg Close — Range —
Q2 2024
Shares 30,776 Value ($000) $959 Avg Close — Range —
Q1 2024
Shares 33,289 Value ($000) $1,088 Avg Close — Range —
Q4 2023
Shares 36,634 Value ($000) $1,179 Avg Close — Range —
Q3 2023
Shares 35,905 Value ($000) $1,013 Avg Close — Range —
Q2 2023
Shares 36,340 Value ($000) $1,046 Avg Close — Range —
Q1 2023
Shares 39,775 Value ($000) $1,136 Avg Close — Range —
Q4 2022
Shares 41,085 Value ($000) $1,168 Avg Close — Range —
Q3 2022
Shares 43,130 Value ($000) $1,110 Avg Close — Range —
Q2 2022
Shares 44,045 Value ($000) $1,243 Avg Close — Range —
Q1 2022
Shares 47,517 Value ($000) $1,514 Avg Close — Range —
Q4 2021
Shares 51,374 Value ($000) $1,688 Avg Close — Range —
Q3 2021
Shares 58,255 Value ($000) $1,796 Avg Close — Range —
Q2 2021
Shares 69,812 Value ($000) $2,226 Avg Close — Range —
Q4 2020
Shares 82,136 Value ($000) $2,185 Avg Close — Range —
Q3 2020
Shares 112,035 Value ($000) $2,362 Avg Close — Range —
Q2 2020
Shares 134,500 Value ($000) $2,849 Avg Close — Range —
Q1 2020
Shares 155,680 Value ($000) $2,805 Avg Close — Range —
Q4 2019
Shares 583,196 Value ($000) $16,726 Avg Close — Range —
Q3 2019
Shares 596,292 Value ($000) $16,321 Avg Close — Range —
Q2 2019
Shares 594,026 Value ($000) $16,104 Avg Close — Range —