WISDOMTREE TR

Ticker: AGZD CUSIP: 97717W380 Class: INTRST RATE HDGE

Modern Wealth Management, LLC's Holding History (CIK: 0002001900)

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

Q4 2025
Shares 151,978 Value ($000) $3,417 Avg Close Range
Q3 2025
Shares 166,605 Value ($000) $3,749 Avg Close Range
Q2 2025
Shares 195,383 Value ($000) $4,343 Avg Close Range
Q1 2025
Shares 198,633 Value ($000) $4,439 Avg Close Range
Q4 2024
Shares 201,323 Value ($000) $4,522 Avg Close Range
Q3 2024
Shares 1,029,233 Value ($000) $23,075 Avg Close Range
Q2 2024
Shares 934,950 Value ($000) $20,849 Avg Close Range
Q1 2024
Shares 1,072,285 Value ($000) $23,676 Avg Close Range
Q4 2023
Shares 904,589 Value ($000) $19,829 Avg Close Range