WISDOMTREE TR

Ticker: DNL CUSIP: 97717W844 Class: ETF

KWB Wealth's Holding History (CIK: 0001822236)

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

Q3 2024
Shares 13,198 Value ($000) $516 Avg Close — Range —
Q2 2024
Shares 12,229 Value ($000) $476 Avg Close — Range —
Q1 2024
Shares 12,229 Value ($000) $476 Avg Close — Range —
Q4 2023
Shares 132,775 Value ($000) $4,911 Avg Close — Range —
Q3 2023
Shares 180,691 Value ($000) $6,472 Avg Close — Range —
Q2 2023
Shares 187,201 Value ($000) $6,706 Avg Close — Range —
Q1 2023
Shares 94,006 Value ($000) $3,029 Avg Close — Range —
Q4 2022
Shares 91,484 Value ($000) $2,948 Avg Close — Range —
Q3 2022
Shares 98,498 Value ($000) $2,708 Avg Close — Range —
Q2 2022
Shares 47,651 Value ($000) $1,510 Avg Close — Range —