WISDOMTREE TR

Ticker: EES CUSIP: 97717W562 Class: ETF

Amplius Wealth Advisors, LLC's Holding History (CIK: 0001900584)

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

Q4 2025
Shares 119,390 Value ($000) $6,797 Avg Close — Range —
Q3 2025
Shares 122,285 Value ($000) $6,832 Avg Close — Range —
Q2 2025
Shares 144,551 Value ($000) $7,366 Avg Close — Range —
Q2 2022
Shares 5,065 Value ($000) $208 Avg Close — Range —
Q1 2022
Shares 33,668 Value ($000) $1,614 Avg Close — Range —
Q4 2021
Shares 9,519 Value ($000) $489 Avg Close — Range —