WISDOMTREE TR

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

Rooted Wealth Advisors, Inc.'s Holding History (CIK: 0001963732)

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

Q4 2025
Shares 3,469 Value ($000) $309 Avg Close — Range —
Q3 2025
Shares 3,585 Value ($000) $302 Avg Close — Range —
Q2 2025
Shares 3,623 Value ($000) $292 Avg Close — Range —
Q1 2025
Shares 7,585 Value ($000) $256 Avg Close — Range —
Q4 2024
Shares 3,946 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 3,685 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 4,027 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 4,751 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 13,219 Value ($000) $1 Avg Close — Range —
Q3 2023
Shares 8,161 Value ($000) $1 Avg Close — Range —
Q2 2023
Shares 58,371 Value ($000) $4 Avg Close — Range —
Q1 2023
Shares 76,113 Value ($000) $5 Avg Close — Range —
Q4 2022
Shares 77,563 Value ($000) $5 Avg Close — Range —