WISDOMTREE TR

Ticker: DOL CUSIP: 97717W794 Class: ETF

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

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

Q4 2025
Shares 11,107 Value ($000) $731 Avg Close — Range —
Q3 2025
Shares 11,377 Value ($000) $708 Avg Close — Range —
Q2 2025
Shares 11,653 Value ($000) $694 Avg Close — Range —
Q1 2025
Shares 11,677 Value ($000) $643 Avg Close — Range —
Q4 2024
Shares 11,722 Value ($000) $580 Avg Close — Range —
Q3 2024
Shares 11,816 Value ($000) $638 Avg Close — Range —
Q2 2024
Shares 11,816 Value ($000) $599 Avg Close — Range —
Q1 2024
Shares 11,863 Value ($000) $613 Avg Close — Range —
Q4 2023
Shares 11,809 Value ($000) $582 Avg Close — Range —
Q3 2023
Shares 11,921 Value ($000) $544 Avg Close — Range —
Q2 2023
Shares 11,979 Value ($000) $565 Avg Close — Range —
Q1 2023
Shares 11,978 Value ($000) $559 Avg Close — Range —
Q4 2022
Shares 12,106 Value ($000) $533 Avg Close — Range —
Q3 2022
Shares 11,775 Value ($000) $441 Avg Close — Range —
Q2 2022
Shares 11,775 Value ($000) $493 Avg Close — Range —
Q1 2022
Shares 11,940 Value ($000) $580 Avg Close — Range —
Q4 2021
Shares 11,940 Value ($000) $590 Avg Close — Range —
Q3 2021
Shares 11,975 Value ($000) $569 Avg Close — Range —
Q2 2021
Shares 11,981 Value ($000) $591 Avg Close — Range —
Q1 2021
Shares 11,981 Value ($000) $567 Avg Close — Range —
Q4 2020
Shares 11,981 Value ($000) $550 Avg Close — Range —
Q3 2020
Shares 12,310 Value ($000) $509 Avg Close — Range —
Q2 2020
Shares 13,131 Value ($000) $536 Avg Close — Range —
Q1 2020
Shares 13,133 Value ($000) $485 Avg Close — Range —
Q4 2019
Shares 15,866 Value ($000) $777 Avg Close — Range —
Q3 2019
Shares 15,866 Value ($000) $729 Avg Close — Range —
Q2 2019
Shares 15,739 Value ($000) $741 Avg Close — Range —
Q1 2019
Shares 15,991 Value ($000) $741 Avg Close — Range —
Q4 2018
Shares 15,268 Value ($000) $649 Avg Close — Range —
Q3 2018
Shares 15,067 Value ($000) $723 Avg Close — Range —
Q2 2018
Shares 15,088 Value ($000) $719 Avg Close — Range —
Q1 2018
Shares 15,081 Value ($000) $763 Avg Close — Range —
Q4 2017
Shares 15,355 Value ($000) $776 Avg Close — Range —
Q3 2017
Shares 15,710 Value ($000) $773 Avg Close — Range —
Q2 2017
Shares 16,028 Value ($000) $755 Avg Close — Range —