WISDOMTREE TR

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

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

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

Q4 2025
Shares 2,529 Value ($000) $223 Avg Close — Range —
Q3 2025
Shares 2,536 Value ($000) $221 Avg Close — Range —
Q2 2025
Shares 2,533 Value ($000) $208 Avg Close — Range —
Q1 2025
Shares 2,530 Value ($000) $201 Avg Close — Range —
Q4 2023
Shares 3,419 Value ($000) $227 Avg Close — Range —