WISDOMTREE TR

Ticker: EES CUSIP: 97717W562 Class: ETF

Essential Planning, LLC.'s Holding History (CIK: 0001949824)

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

Q4 2025
Shares 7,538 Value ($000) $429 Avg Close — Range —
Q3 2025
Shares 7,804 Value ($000) $436 Avg Close — Range —
Q2 2025
Shares 7,803 Value ($000) $398 Avg Close — Range —
Q1 2025
Shares 7,802 Value ($000) $381 Avg Close — Range —
Q4 2024
Shares 536,780 Value ($000) $29,436 Avg Close — Range —
Q3 2024
Shares 8,912 Value ($000) $470 Avg Close — Range —
Q2 2024
Shares 9,017 Value ($000) $425 Avg Close — Range —
Q1 2024
Shares 10,726 Value ($000) $534 Avg Close — Range —
Q4 2023
Shares 10,726 Value ($000) $534 Avg Close — Range —
Q3 2023
Shares 11,023 Value ($000) $477 Avg Close — Range —
Q2 2023
Shares 11,825 Value ($000) $530 Avg Close — Range —
Q1 2023
Shares 11,825 Value ($000) $511 Avg Close — Range —
Q4 2022
Shares 20,763 Value ($000) $808 Avg Close — Range —
Q3 2022
Shares 20,757 Value ($000) $813 Avg Close — Range —