WISDOMTREE TR

Ticker: WTV CUSIP: 97717W547 Class: WISDOMTREE US VA

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

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

Q4 2025
Shares 65,212 Value ($000) $6,084 Avg Close Range
Q3 2025
Shares 68,843 Value ($000) $6,265 Avg Close Range
Q2 2025
Shares 65,876 Value ($000) $5,692 Avg Close Range
Q1 2025
Shares 62,514 Value ($000) $5,137 Avg Close Range
Q4 2024
Shares 62,201 Value ($000) $5,199 Avg Close Range
Q3 2024
Shares 68,827 Value ($000) $5,506 Avg Close Range