WISDOMTREE TR

Ticker: DON CUSIP: 97717W505 Class: ETF

Octavia Wealth Advisors, LLC's Holding History (CIK: 0001841259)

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

Q4 2025
Shares 14,448 Value ($000) $746 Avg Close — Range —
Q3 2025
Shares 16,811 Value ($000) $879 Avg Close — Range —
Q2 2025
Shares 17,052 Value ($000) $855 Avg Close — Range —
Q1 2025
Shares 17,452 Value ($000) $864 Avg Close — Range —
Q4 2024
Shares 17,449 Value ($000) $889 Avg Close — Range —
Q3 2024
Shares 17,462 Value ($000) $893 Avg Close — Range —
Q2 2024
Shares 18,044 Value ($000) $844 Avg Close — Range —
Q1 2024
Shares 17,938 Value ($000) $875 Avg Close — Range —
Q4 2023
Shares 17,637 Value ($000) $806 Avg Close — Range —
Q3 2023
Shares 18,452 Value ($000) $756 Avg Close — Range —
Q2 2023
Shares 17,916 Value ($000) $753 Avg Close — Range —
Q1 2023
Shares 17,837 Value ($000) $731 Avg Close — Range —
Q4 2022
Shares 17,886 Value ($000) $736 Avg Close — Range —
Q3 2022
Shares 18,780 Value ($000) $707 Avg Close — Range —
Q2 2022
Shares 20,285 Value ($000) $791 Avg Close — Range —
Q1 2022
Shares 22,946 Value ($000) $1,019 Avg Close — Range —
Q4 2021
Shares 25,446 Value ($000) $1,129 Avg Close — Range —
Q3 2021
Shares 25,064 Value ($000) $1,034 Avg Close — Range —
Q2 2021
Shares 25,609 Value ($000) $1,074 Avg Close — Range —
Q1 2021
Shares 27,548 Value ($000) $1,114 Avg Close — Range —
Q4 2020
Shares 66,205 Value ($000) $2,305 Avg Close — Range —