News + Filings Holdings
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Octavia Wealth Advisors, LLC
> DWM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | WisdomTree Trust | DWM | 443,606 | 85,334 | 22,193,606,000 | 5,340,471,000 | $50,030.00 |
| 12/31/2022 | WisdomTree Trust | DWM | 358,272 | 204,960 | 16,853,135,000 | 16,846,240,000 | $47,040.06 |
| 06/30/2022 | WisdomTree Trust | DWM | 153,312 | 9,135 | 6,895,000 | -710,000 | $44.97 |
| 03/31/2022 | WisdomTree Trust | DWM | 144,177 | 13,751 | 7,605,000 | 552,000 | $52.75 |
| 12/31/2021 | WisdomTree Trust | DWM | 130,426 | 21,218 | 7,053,000 | 1,300,000 | $54.08 |
| 09/30/2021 | WisdomTree Trust | DWM | 109,208 | 27,367 | 5,753,000 | 1,292,000 | $52.68 |
| 06/30/2021 | WisdomTree Trust | DWM | 81,841 | 9,852 | 4,461,000 | 675,000 | $54.51 |
| 03/31/2021 | WisdomTree Trust | DWM | 71,989 | 71,989 | 3,786,000 | 3,786,000 | $52.59 |
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