WISDOMTREE TR

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

Integrated Wealth Concepts LLC's Holding History (CIK: 0001737109)

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

Q3 2025
Shares 23,515 Value ($000) $792 Avg Close Range
Q4 2023
Shares 8,357 Value ($000) $269 Avg Close Range
Q3 2023
Shares 8,940 Value ($000) $252 Avg Close Range
Q2 2023
Shares 9,280 Value ($000) $267 Avg Close Range
Q1 2023
Shares 10,039 Value ($000) $0 Avg Close Range
Q4 2022
Shares 8,486 Value ($000) $0 Avg Close Range
Q4 2021
Shares 12,640 Value ($000) $415 Avg Close Range
Q3 2021
Shares 13,300 Value ($000) $410 Avg Close Range