WISDOMTREE TR

Ticker: DNL CUSIP: 97717W844 Class: ETF

Collaborative Wealth Managment Inc.'s Holding History (CIK: 0001896419)

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

Q4 2025
Shares 58,107 Value ($000) $2,395 Avg Close Range
Q3 2025
Shares 52,148 Value ($000) $2,111 Avg Close Range
Q2 2025
Shares 53,849 Value ($000) $2,168 Avg Close Range
Q1 2025
Shares 55,466 Value ($000) $1,978 Avg Close Range
Q4 2024
Shares 55,710 Value ($000) $2,004 Avg Close Range
Q3 2024
Shares 55,889 Value ($000) $2,202 Avg Close Range
Q2 2024
Shares 57,123 Value ($000) $2,232 Avg Close Range
Q1 2024
Shares 62,317 Value ($000) $2,424 Avg Close Range
Q4 2023
Shares 65,897 Value ($000) $2,438 Avg Close Range
Q3 2023
Shares 70,954 Value ($000) $2,373 Avg Close Range
Q2 2023
Shares 67,528 Value ($000) $2,419 Avg Close Range
Q1 2023
Shares 59,458 Value ($000) $2,109 Avg Close Range
Q4 2022
Shares 51,332 Value ($000) $1,654 Avg Close Range
Q3 2022
Shares 39,800 Value ($000) $1,094 Avg Close Range
Q2 2022
Shares 34,432 Value ($000) $1,091 Avg Close Range
Q4 2021
Shares 20,843 Value ($000) $908 Avg Close Range
Q1 2021
Shares 26,052 Value ($000) $1,035 Avg Close Range