WISDOMTREE TR

Ticker: IHDG CUSIP: 97717X594 Class: ITL HDG QTLY DIV

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

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

Q4 2025
Shares 116,762 Value ($000) $5,682 Avg Close Range
Q3 2025
Shares 118,107 Value ($000) $5,442 Avg Close Range
Q2 2025
Shares 119,506 Value ($000) $5,384 Avg Close Range
Q1 2025
Shares 140,752 Value ($000) $6,109 Avg Close Range
Q4 2024
Shares 142,257 Value ($000) $6,184 Avg Close Range
Q3 2024
Shares 142,867 Value ($000) $6,529 Avg Close Range
Q2 2024
Shares 143,243 Value ($000) $6,530 Avg Close Range
Q1 2024
Shares 147,061 Value ($000) $6,756 Avg Close Range
Q4 2023
Shares 147,261 Value ($000) $6,183 Avg Close Range
Q3 2023
Shares 147,779 Value ($000) $5,725 Avg Close Range
Q2 2023
Shares 154,195 Value ($000) $6,194 Avg Close Range
Q1 2023
Shares 210,112 Value ($000) $8,283 Avg Close Range
Q4 2022
Shares 228,359 Value ($000) $8,136 Avg Close Range
Q3 2022
Shares 250,885 Value ($000) $9,004 Avg Close Range
Q2 2022
Shares 307,318 Value ($000) $11,500 Avg Close Range
Q1 2022
Shares 313,887 Value ($000) $13,478 Avg Close Range
Q4 2021
Shares 309,733 Value ($000) $14,170 Avg Close Range
Q3 2021
Shares 301,804 Value ($000) $13,029 Avg Close Range
Q2 2021
Shares 315,708 Value ($000) $13,929 Avg Close Range
Q1 2021
Shares 324,972 Value ($000) $13,419 Avg Close Range
Q4 2020
Shares 334,318 Value ($000) $13,145 Avg Close Range
Q3 2020
Shares 330,722 Value ($000) $12,095 Avg Close Range
Q2 2020
Shares 315,435 Value ($000) $11,065 Avg Close Range
Q1 2020
Shares 316,443 Value ($000) $9,580 Avg Close Range
Q4 2019
Shares 172,077 Value ($000) $6,252 Avg Close Range
Q3 2019
Shares 127,256 Value ($000) $4,278 Avg Close Range
Q2 2019
Shares 108,640 Value ($000) $3,555 Avg Close Range
Q1 2019
Shares 109,340 Value ($000) $3,521 Avg Close Range
Q4 2018
Shares 135,091 Value ($000) $3,758 Avg Close Range