WISDOMTREE TR

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

HERITAGE OAK WEALTH ADVISORS LLC's Holding History (CIK: 0002035533)

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

Q4 2025
Shares 5,360 Value ($000) $472 Avg Close — Range —
Q3 2025
Shares 4,868 Value ($000) $424 Avg Close — Range —
Q2 2025
Shares 5,109 Value ($000) $420 Avg Close — Range —
Q1 2025
Shares 6,019 Value ($000) $478 Avg Close — Range —
Q4 2024
Shares 7,631 Value ($000) $594 Avg Close — Range —
Q2 2024
Shares 10,117 Value ($000) $736 Avg Close — Range —