WISDOMTREE TR

Ticker: XSOE CUSIP: 97717X578 Class: Equities

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

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

Q4 2025
Shares 8,684 Value ($000) $339 Avg Close — Range —
Q3 2025
Shares 7,418 Value ($000) $281 Avg Close — Range —
Q2 2025
Shares 7,505 Value ($000) $259 Avg Close — Range —
Q1 2025
Shares 6,474 Value ($000) $200 Avg Close — Range —
Q4 2024
Shares 8,591 Value ($000) $262 Avg Close — Range —
Q3 2024
Shares 7,919 Value ($000) $262 Avg Close — Range —
Q1 2024
Shares 7,592 Value ($000) $224 Avg Close — Range —
Q4 2023
Shares 273,199 Value ($000) $7,579 Avg Close — Range —
Q3 2023
Shares 313,756 Value ($000) $8,368 Avg Close — Range —
Q2 2023
Shares 303,470 Value ($000) $8,482 Avg Close — Range —
Q1 2023
Shares 302,572 Value ($000) $8,424 Avg Close — Range —
Q4 2022
Shares 214,266 Value ($000) $5,717 Avg Close — Range —
Q3 2022
Shares 261,363 Value ($000) $6,435 Avg Close — Range —
Q2 2022
Shares 224,737 Value ($000) $6,445 Avg Close — Range —
Q1 2022
Shares 278,912 Value ($000) $9,109 Avg Close — Range —
Q4 2021
Shares 183,018 Value ($000) $6,744 Avg Close — Range —
Q3 2021
Shares 386,354 Value ($000) $14,419 Avg Close — Range —
Q2 2021
Shares 423,567 Value ($000) $17,819 Avg Close — Range —
Q1 2021
Shares 336,989 Value ($000) $13,712 Avg Close — Range —
Q4 2020
Shares 362,830 Value ($000) $14,393 Avg Close — Range —
Q3 2020
Shares 18,560 Value ($000) $625 Avg Close — Range —
Q2 2020
Shares 84,545 Value ($000) $2,529 Avg Close — Range —
Q3 2019
Shares 10,711 Value ($000) $296 Avg Close — Range —