WISDOMTREE TR

Ticker: DEM CUSIP: 97717W315 Class: EMER MKT HIGH FD

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

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

Q4 2025
Shares 15,150 Value ($000) $708 Avg Close — Range —
Q3 2025
Shares 15,195 Value ($000) $699 Avg Close — Range —
Q2 2025
Shares 15,500 Value ($000) $702 Avg Close — Range —
Q1 2025
Shares 20,554 Value ($000) $865 Avg Close — Range —
Q4 2024
Shares 20,619 Value ($000) $835 Avg Close — Range —
Q3 2024
Shares 21,057 Value ($000) $927 Avg Close — Range —
Q2 2024
Shares 19,217 Value ($000) $832 Avg Close — Range —
Q1 2024
Shares 14,193 Value ($000) $594 Avg Close — Range —
Q4 2023
Shares 8,617 Value ($000) $351 Avg Close — Range —