WISDOMTREE TR

Ticker: DLN CUSIP: 97717W307 Class: US LARGECAP DIVD

Perfromance Wealth Partners, LLC's Holding History (CIK: 0001908765)

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

Q4 2025
Shares 4,750 Value ($000) $418 Avg Close Range
Q3 2025
Shares 4,750 Value ($000) $413 Avg Close Range
Q2 2025
Shares 4,750 Value ($000) $390 Avg Close Range
Q1 2025
Shares 2,825 Value ($000) $224 Avg Close Range
Q4 2024
Shares 2,825 Value ($000) $220 Avg Close Range
Q3 2024
Shares 2,940 Value ($000) $231 Avg Close Range
Q2 2024
Shares 2,940 Value ($000) $214 Avg Close Range
Q1 2024
Shares 2,940 Value ($000) $212 Avg Close Range
Q1 2022
Shares 3,220 Value ($000) $212 Avg Close Range
Q4 2021
Shares 3,220 Value ($000) $213 Avg Close Range