WISDOMTREE TR

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

Essential Planning, LLC.'s Holding History (CIK: 0001949824)

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

Q4 2025
Shares 3,749 Value ($000) $318 Avg Close — Range —
Q3 2025
Shares 4,259 Value ($000) $358 Avg Close — Range —
Q2 2025
Shares 4,258 Value ($000) $339 Avg Close — Range —
Q1 2025
Shares 4,321 Value ($000) $333 Avg Close — Range —
Q4 2024
Shares 291,505 Value ($000) $22,709 Avg Close — Range —
Q3 2024
Shares 4,484 Value ($000) $344 Avg Close — Range —
Q2 2024
Shares 4,703 Value ($000) $333 Avg Close — Range —
Q1 2024
Shares 5,136 Value ($000) $336 Avg Close — Range —
Q4 2023
Shares 5,136 Value ($000) $336 Avg Close — Range —
Q3 2023
Shares 5,399 Value ($000) $325 Avg Close — Range —
Q2 2023
Shares 5,737 Value ($000) $356 Avg Close — Range —
Q1 2023
Shares 6,414 Value ($000) $389 Avg Close — Range —
Q4 2022
Shares 10,594 Value ($000) $580 Avg Close — Range —