WISDOMTREE TR

Ticker: DWM CUSIP: 97717W703 Class: INTL EQUITY FD

SHAKESPEARE WEALTH MANAGEMENT, INC.'s Holding History (CIK: 0001658509)

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

Q4 2025
Shares 28,430 Value ($000) $1,955 Avg Close — Range —
Q3 2025
Shares 28,675 Value ($000) $1,899 Avg Close — Range —
Q2 2025
Shares 29,570 Value ($000) $1,879 Avg Close — Range —
Q1 2025
Shares 42,006 Value ($000) $2,443 Avg Close — Range —
Q4 2024
Shares 44,817 Value ($000) $2,362 Avg Close — Range —
Q3 2024
Shares 52,749 Value ($000) $3,036 Avg Close — Range —
Q2 2024
Shares 364,893 Value ($000) $19,602 Avg Close — Range —
Q1 2024
Shares 438,004 Value ($000) $24,003 Avg Close — Range —
Q4 2023
Shares 425,102 Value ($000) $22,322 Avg Close — Range —
Q3 2023
Shares 405,635 Value ($000) $19,612 Avg Close — Range —
Q2 2023
Shares 396,440 Value ($000) $19,834 Avg Close — Range —
Q1 2023
Shares 394,625 Value ($000) $19,625 Avg Close — Range —
Q4 2022
Shares 400,978 Value ($000) $18,862 Avg Close — Range —
Q3 2022
Shares 377,685 Value ($000) $15,164 Avg Close — Range —
Q2 2022
Shares 356,944 Value ($000) $16,341 Avg Close — Range —
Q1 2022
Shares 354,203 Value ($000) $18,872 Avg Close — Range —
Q4 2021
Shares 342,399 Value ($000) $18,517 Avg Close — Range —
Q3 2021
Shares 316,358 Value ($000) $16,774 Avg Close — Range —
Q2 2021
Shares 303,721 Value ($000) $16,797 Avg Close — Range —
Q1 2021
Shares 303,093 Value ($000) $15,938 Avg Close — Range —
Q4 2020
Shares 298,495 Value ($000) $15,113 Avg Close — Range —
Q3 2020
Shares 260,551 Value ($000) $11,848 Avg Close — Range —
Q2 2020
Shares 245,609 Value ($000) $10,873 Avg Close — Range —
Q1 2020
Shares 211,607 Value ($000) $8,356 Avg Close — Range —
Q4 2019
Shares 174,384 Value ($000) $9,326 Avg Close — Range —
Q3 2019
Shares 168,397 Value ($000) $8,373 Avg Close — Range —
Q2 2019
Shares 159,419 Value ($000) $8,132 Avg Close — Range —
Q1 2019
Shares 146,588 Value ($000) $7,422 Avg Close — Range —
Q4 2018
Shares 141,931 Value ($000) $6,614 Avg Close — Range —
Q3 2018
Shares 188,595 Value ($000) $10,020 Avg Close — Range —
Q2 2018
Shares 180,562 Value ($000) $9,525 Avg Close — Range —
Q1 2018
Shares 172,469 Value ($000) $9,462 Avg Close — Range —
Q4 2017
Shares 164,419 Value ($000) $9,171 Avg Close — Range —