WISDOMTREE TR

Ticker: WTPI CUSIP: 97717X560 Class: ETF

AE Wealth Management LLC's Holding History (CIK: 0001697723)

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

Q4 2025
Shares 325 Value ($000) $11 Avg Close — Range —
Q3 2025
Shares 325 Value ($000) $11 Avg Close — Range —
Q2 2025
Shares 325 Value ($000) $10 Avg Close — Range —
Q1 2025
Shares 803 Value ($000) $25 Avg Close — Range —
Q4 2024
Shares 478 Value ($000) $16 Avg Close — Range —
Q4 2023
Shares 9,985 Value ($000) $321 Avg Close — Range —
Q3 2023
Shares 13,273 Value ($000) $408 Avg Close — Range —
Q2 2023
Shares 438,382 Value ($000) $14,205 Avg Close — Range —
Q1 2023
Shares 364,177 Value ($000) $11,304 Avg Close — Range —
Q4 2022
Shares 305,858 Value ($000) $9,185 Avg Close — Range —
Q3 2022
Shares 310,372 Value ($000) $9,256 Avg Close — Range —
Q2 2022
Shares 113,722 Value ($000) $3,634 Avg Close — Range —
Q1 2022
Shares 114,219 Value ($000) $4,010 Avg Close — Range —
Q2 2021
Shares 15,480 Value ($000) $492 Avg Close — Range —