WISDOMTREE TR

Ticker: DON CUSIP: 97717W505 Class: ETF

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q4 2025
Shares 9,322 Value ($000) $481 Avg Close — Range —
Q3 2025
Shares 9,460 Value ($000) $495 Avg Close — Range —
Q2 2025
Shares 9,435 Value ($000) $473 Avg Close — Range —
Q1 2025
Shares 9,486 Value ($000) $470 Avg Close — Range —
Q4 2024
Shares 9,530 Value ($000) $486 Avg Close — Range —
Q3 2024
Shares 9,511 Value ($000) $486 Avg Close — Range —
Q2 2024
Shares 9,414 Value ($000) $440 Avg Close — Range —
Q1 2024
Shares 9,394 Value ($000) $458 Avg Close — Range —
Q4 2023
Shares 9,376 Value ($000) $428 Avg Close — Range —
Q3 2023
Shares 9,354 Value ($000) $383 Avg Close — Range —
Q2 2023
Shares 9,688 Value ($000) $407 Avg Close — Range —
Q1 2023
Shares 9,666 Value ($000) $396 Avg Close — Range —