WISDOMTREE TR

Ticker: DOL CUSIP: 97717W794 Class: ETF

Newton One Investments LLC's Holding History (CIK: 0001842787)

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

Q4 2025
Shares 1,853 Value ($000) $122 Avg Close Range
Q3 2025
Shares 1,853 Value ($000) $115 Avg Close Range
Q2 2025
Shares 1,947 Value ($000) $116 Avg Close Range
Q1 2025
Shares 2,342 Value ($000) $129 Avg Close Range
Q4 2024
Shares 2,342 Value ($000) $116 Avg Close Range
Q2 2024
Shares 2,342 Value ($000) $119 Avg Close Range
Q1 2024
Shares 2,342 Value ($000) $121 Avg Close Range
Q4 2023
Shares 2,342 Value ($000) $115 Avg Close Range
Q3 2023
Shares 2,327 Value ($000) $106 Avg Close Range
Q2 2023
Shares 2,311 Value ($000) $109 Avg Close Range
Q1 2023
Shares 2,268 Value ($000) $106 Avg Close Range
Q4 2022
Shares 2,247 Value ($000) $99 Avg Close Range
Q3 2022
Shares 2,247 Value ($000) $84 Avg Close Range
Q2 2022
Shares 2,247 Value ($000) $94 Avg Close Range
Q1 2022
Shares 2,247 Value ($000) $109 Avg Close Range
Q4 2021
Shares 2,247 Value ($000) $111 Avg Close Range
Q3 2021
Shares 2,231 Value ($000) $106 Avg Close Range
Q2 2021
Shares 2,208 Value ($000) $109 Avg Close Range
Q1 2021
Shares 2,182 Value ($000) $103 Avg Close Range
Q4 2020
Shares 2,167 Value ($000) $100 Avg Close Range