WISDOMTREE TR

Ticker: DOL CUSIP: 97717W794 Class: ETF

Steward Partners Investment Advisory, LLC's Holding History (CIK: 0001723397)

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

Q4 2025
Shares 2 Value ($000) $0 Avg Close — Range —
Q3 2025
Shares 2 Value ($000) $0 Avg Close — Range —
Q2 2025
Shares 2 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 2 Value ($000) $0 Avg Close — Range —
Q4 2024
Shares 1,243 Value ($000) $61 Avg Close — Range —
Q3 2024
Shares 126,381 Value ($000) $6,820 Avg Close — Range —
Q2 2024
Shares 127,838 Value ($000) $6,484 Avg Close — Range —
Q1 2024
Shares 127,451 Value ($000) $6,591 Avg Close — Range —
Q4 2023
Shares 82,064 Value ($000) $4,042 Avg Close — Range —
Q3 2023
Shares 82,410 Value ($000) $3,760 Avg Close — Range —
Q1 2021
Shares 300 Value ($000) $14,199 Avg Close — Range —
Q1 2020
Shares 900 Value ($000) $33 Avg Close — Range —
Q4 2019
Shares 1,300 Value ($000) $63 Avg Close — Range —
Q3 2019
Shares 700 Value ($000) $32 Avg Close — Range —
Q2 2019
Shares 700 Value ($000) $32 Avg Close — Range —