WISDOMTREE TR

Ticker: DON CUSIP: 97717W505 Class: ETF

Rooted Wealth Advisors, Inc.'s Holding History (CIK: 0001963732)

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

Q4 2025
Shares 3,898 Value ($000) $214 Avg Close — Range —
Q3 2025
Shares 3,936 Value ($000) $207 Avg Close — Range —
Q1 2025
Shares 10,197 Value ($000) $218 Avg Close — Range —
Q4 2024
Shares 5,345 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 6,484 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 46,334 Value ($000) $2 Avg Close — Range —
Q1 2024
Shares 44,091 Value ($000) $2 Avg Close — Range —
Q4 2023
Shares 51,807 Value ($000) $2 Avg Close — Range —
Q3 2023
Shares 50,164 Value ($000) $2 Avg Close — Range —
Q2 2023
Shares 73,886 Value ($000) $3 Avg Close — Range —