WISDOMTREE TR

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

SUMMIT WEALTH GROUP LLC / CO's Holding History (CIK: 0002081278)

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

Q4 2025

Shares 7,677 Value ($000) $676 Avg Close — Range —

Q3 2025

Shares 9,457 Value ($000) $847 Avg Close — Range —

Q2 2025

Shares 7,635 Value ($000) $627 Avg Close — Range —

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	7,677	$676	—	—
Q3 2025	9,457	$847	—	—
Q2 2025	7,635	$627	—	—