WISDOMTREE TR

Ticker: DOL CUSIP: 97717W794 Class: ETF

Geneos Wealth Management Inc.'s Holding History (CIK: 0001764754)

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

Q4 2025
Shares 7,839 Value ($000) $516 Avg Close — Range —
Q3 2025
Shares 7,537 Value ($000) $469 Avg Close — Range —
Q2 2025
Shares 7,275 Value ($000) $433 Avg Close — Range —
Q1 2025
Shares 4,001 Value ($000) $220 Avg Close — Range —
Q4 2024
Shares 3,708 Value ($000) $183 Avg Close — Range —
Q3 2024
Shares 4,768 Value ($000) $257 Avg Close — Range —
Q2 2024
Shares 4,960 Value ($000) $252 Avg Close — Range —
Q1 2024
Shares 5,504 Value ($000) $285 Avg Close — Range —
Q4 2023
Shares 6,262 Value ($000) $308 Avg Close — Range —
Q3 2023
Shares 7,555 Value ($000) $345 Avg Close — Range —
Q2 2023
Shares 7,525 Value ($000) $355 Avg Close — Range —
Q1 2023
Shares 7,509 Value ($000) $351 Avg Close — Range —
Q4 2022
Shares 5,665 Value ($000) $249 Avg Close — Range —
Q3 2022
Shares 5,536 Value ($000) $207 Avg Close — Range —
Q2 2022
Shares 5,421 Value ($000) $226 Avg Close — Range —
Q1 2022
Shares 4,627 Value ($000) $224 Avg Close — Range —
Q4 2021
Shares 1,526 Value ($000) $75 Avg Close — Range —
Q3 2021
Shares 1,503 Value ($000) $71 Avg Close — Range —
Q2 2021
Shares 1,499 Value ($000) $74 Avg Close — Range —
Q1 2021
Shares 1,194 Value ($000) $57 Avg Close — Range —
Q4 2020
Shares 2,074 Value ($000) $98 Avg Close — Range —
Q3 2020
Shares 760 Value ($000) $31 Avg Close — Range —
Q2 2020
Shares 760 Value ($000) $30 Avg Close — Range —
Q1 2020
Shares 860 Value ($000) $31 Avg Close — Range —
Q4 2019
Shares 810 Value ($000) $39 Avg Close — Range —
Q3 2019
Shares 760 Value ($000) $34 Avg Close — Range —
Q2 2019
Shares 760 Value ($000) $35 Avg Close — Range —
Q1 2019
Shares 760 Value ($000) $35 Avg Close — Range —
Q4 2018
Shares 760 Value ($000) $32 Avg Close — Range —
Q3 2018
Shares 760 Value ($000) $36 Avg Close — Range —
Q2 2018
Shares 760 Value ($000) $36 Avg Close — Range —
Q1 2018
Shares 760 Value ($000) $37 Avg Close — Range —
Q4 2017
Shares 760 Value ($000) $38 Avg Close — Range —
Q3 2017
Shares 760 Value ($000) $37 Avg Close — Range —
Q2 2017
Shares 795 Value ($000) $37 Avg Close — Range —
Q1 2017
Shares 760 Value ($000) $34 Avg Close — Range —
Q4 2016
Shares 760 Value ($000) $32 Avg Close — Range —
Q3 2016
Shares 862 Value ($000) $37 Avg Close — Range —
Q2 2016
Shares 862 Value ($000) $35 Avg Close — Range —
Q1 2016
Shares 102 Value ($000) $4 Avg Close — Range —