WISDOMTREE TR

Ticker: DOL CUSIP: 97717W794 Class: ETF

Avidian Wealth Solutions, LLC's Holding History (CIK: 0001471474)

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

Q4 2025
Shares 121,793 Value ($000) $8,020 Avg Close Range
Q3 2025
Shares 121,058 Value ($000) $7,536 Avg Close Range
Q2 2025
Shares 121,448 Value ($000) $7,234 Avg Close Range
Q1 2025
Shares 118,207 Value ($000) $6,510 Avg Close Range
Q4 2024
Shares 118,156 Value ($000) $5,842 Avg Close Range
Q3 2024
Shares 129,923 Value ($000) $7,011 Avg Close Range
Q2 2024
Shares 130,088 Value ($000) $6,598 Avg Close Range
Q1 2024
Shares 134,338 Value ($000) $6,947 Avg Close Range
Q4 2023
Shares 134,782 Value ($000) $6,639 Avg Close Range
Q3 2023
Shares 145,188 Value ($000) $6,623 Avg Close Range
Q2 2023
Shares 159,810 Value ($000) $7,538 Avg Close Range
Q1 2023
Shares 218,622 Value ($000) $10,210 Avg Close Range
Q4 2022
Shares 173,268 Value ($000) $7,626 Avg Close Range
Q3 2022
Shares 178,488 Value ($000) $6,679 Avg Close Range
Q2 2022
Shares 155,055 Value ($000) $6,488 Avg Close Range
Q1 2022
Shares 144,434 Value ($000) $7,022 Avg Close Range
Q4 2021
Shares 129,718 Value ($000) $6,410 Avg Close Range
Q3 2021
Shares 116,807 Value ($000) $5,553 Avg Close Range
Q2 2021
Shares 90,163 Value ($000) $4,449 Avg Close Range
Q1 2021
Shares 79,034 Value ($000) $3,741 Avg Close Range
Q4 2020
Shares 65,043 Value ($000) $2,988 Avg Close Range
Q3 2020
Shares 61,785 Value ($000) $2,553 Avg Close Range
Q2 2020
Shares 65,540 Value ($000) $2,675 Avg Close Range
Q1 2020
Shares 67,157 Value ($000) $2,480 Avg Close Range
Q4 2019
Shares 64,520 Value ($000) $3,161 Avg Close Range
Q3 2019
Shares 55,602 Value ($000) $2,555 Avg Close Range