WISDOMTREE TR

Ticker: DOL CUSIP: 97717W794 Class: ETF

VANCE WEALTH, LLC's Holding History (CIK: 0001910854)

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

Q4 2025
Shares 6,150 Value ($000) $405 Avg Close Range
Q3 2025
Shares 6,150 Value ($000) $383 Avg Close Range
Q2 2025
Shares 6,150 Value ($000) $366 Avg Close Range
Q1 2025
Shares 6,150 Value ($000) $339 Avg Close Range
Q4 2024
Shares 6,150 Value ($000) $304 Avg Close Range
Q3 2024
Shares 6,150 Value ($000) $332 Avg Close Range
Q2 2024
Shares 6,150 Value ($000) $312 Avg Close Range
Q1 2024
Shares 6,150 Value ($000) $318 Avg Close Range
Q4 2023
Shares 6,150 Value ($000) $303 Avg Close Range
Q3 2023
Shares 6,150 Value ($000) $281 Avg Close Range
Q2 2023
Shares 6,150 Value ($000) $290 Avg Close Range
Q1 2023
Shares 6,150 Value ($000) $287 Avg Close Range
Q4 2022
Shares 6,150 Value ($000) $271 Avg Close Range
Q3 2022
Shares 6,150 Value ($000) $230 Avg Close Range
Q2 2022
Shares 6,150 Value ($000) $257 Avg Close Range
Q1 2022
Shares 6,150 Value ($000) $299 Avg Close Range
Q4 2021
Shares 6,150 Value ($000) $304 Avg Close Range