WISDOMTREE TR

Ticker: WTPI CUSIP: 97717X560 Class: ETF

Opes Wealth Management LLC's Holding History (CIK: 0001766918)

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

Q4 2025
Shares 112,780 Value ($000) $3,724 Avg Close Range
Q3 2025
Shares 109,931 Value ($000) $3,657 Avg Close Range
Q2 2025
Shares 106,731 Value ($000) $3,420 Avg Close Range
Q1 2025
Shares 101,591 Value ($000) $3,164 Avg Close Range
Q4 2024
Shares 87,694 Value ($000) $2,891 Avg Close Range
Q3 2024
Shares 86,345 Value ($000) $2,858 Avg Close Range
Q2 2024
Shares 83,140 Value ($000) $2,774 Avg Close Range
Q1 2024
Shares 83,547 Value ($000) $2,782 Avg Close Range
Q4 2023
Shares 81,198 Value ($000) $2,574 Avg Close Range
Q3 2023
Shares 78,326 Value ($000) $2,406 Avg Close Range
Q2 2023
Shares 59,985 Value ($000) $1,944 Avg Close Range
Q1 2023
Shares 52,605 Value ($000) $1,633 Avg Close Range
Q4 2022
Shares 49,138 Value ($000) $1,476 Avg Close Range
Q3 2022
Shares 51,324 Value ($000) $1,531 Avg Close Range
Q2 2022
Shares 50,994 Value ($000) $1,629 Avg Close Range
Q1 2022
Shares 51,996 Value ($000) $1,826 Avg Close Range
Q4 2021
Shares 52,755 Value ($000) $1,821 Avg Close Range
Q3 2021
Shares 51,128 Value ($000) $1,665 Avg Close Range
Q2 2021
Shares 49,161 Value ($000) $1,561 Avg Close Range
Q1 2021
Shares 45,397 Value ($000) $1,371 Avg Close Range
Q2 2019
Shares 134,236 Value ($000) $3,698 Avg Close Range