WISDOMTREE TR

Ticker: DON CUSIP: 97717W505 Class: ETF

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

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

Q4 2025
Shares 8,485 Value ($000) $438 Avg Close — Range —
Q3 2025
Shares 8,484 Value ($000) $444 Avg Close — Range —
Q2 2025
Shares 9,157 Value ($000) $459 Avg Close — Range —
Q1 2025
Shares 10,056 Value ($000) $498 Avg Close — Range —
Q4 2024
Shares 198,962 Value ($000) $10,141 Avg Close — Range —
Q3 2024
Shares 198,571 Value ($000) $10,153 Avg Close — Range —