WISDOMTREE TR

Ticker: DON CUSIP: 97717W505 Class: ETF

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 15,130 Value ($000) $781 Avg Close — Range —
Q3 2025
Shares 15,299 Value ($000) $800 Avg Close — Range —
Q2 2025
Shares 12,340 Value ($000) $618 Avg Close — Range —
Q1 2025
Shares 12,375 Value ($000) $613 Avg Close — Range —
Q4 2024
Shares 11,578 Value ($000) $590 Avg Close — Range —
Q3 2024
Shares 11,386 Value ($000) $582 Avg Close — Range —
Q2 2024
Shares 9,242 Value ($000) $432 Avg Close — Range —
Q1 2024
Shares 9,242 Value ($000) $451 Avg Close — Range —
Q4 2023
Shares 6,882 Value ($000) $315 Avg Close — Range —
Q3 2023
Shares 7,115 Value ($000) $291 Avg Close — Range —
Q2 2023
Shares 7,115 Value ($000) $299 Avg Close — Range —