WISDOMTREE TR

Ticker: DTD CUSIP: 97717W109 Class: US TOTAL DIVIDND

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q4 2025
Shares 97,270 Value ($000) $8,256 Avg Close — Range —
Q3 2025
Shares 95,648 Value ($000) $8,034 Avg Close — Range —
Q2 2025
Shares 93,503 Value ($000) $7,435 Avg Close — Range —
Q1 2025
Shares 93,383 Value ($000) $7,186 Avg Close — Range —
Q4 2024
Shares 91,083 Value ($000) $6,910 Avg Close — Range —
Q3 2024
Shares 95,450 Value ($000) $7,319 Avg Close — Range —
Q2 2024
Shares 95,039 Value ($000) $6,732 Avg Close — Range —
Q1 2024
Shares 201,804 Value ($000) $14,272 Avg Close — Range —
Q4 2023
Shares 198,668 Value ($000) $12,989 Avg Close — Range —
Q3 2023
Shares 338,573 Value ($000) $20,372 Avg Close — Range —
Q2 2023
Shares 337,814 Value ($000) $20,975 Avg Close — Range —
Q1 2023
Shares 533,051 Value ($000) $32,298 Avg Close — Range —
Q4 2022
Shares 510,071 Value ($000) $30,936 Avg Close — Range —