WISDOMTREE TR

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

Heritage Wealth Management, Inc./Texas's Holding History (CIK: 0001966400)

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

Q4 2025
Shares 5,898 Value ($000) $520 Avg Close — Range —
Q3 2025
Shares 6,474 Value ($000) $563 Avg Close — Range —
Q2 2025
Shares 7,247 Value ($000) $595 Avg Close — Range —
Q1 2025
Shares 11,210 Value ($000) $890 Avg Close — Range —
Q4 2024
Shares 8,393 Value ($000) $653 Avg Close — Range —
Q3 2024
Shares 9,544 Value ($000) $750 Avg Close — Range —
Q2 2024
Shares 10,828 Value ($000) $788 Avg Close — Range —
Q1 2024
Shares 23,635 Value ($000) $1,706 Avg Close — Range —
Q4 2023
Shares 23,206 Value ($000) $1,540 Avg Close — Range —