WISDOMTREE TR

Ticker: EPS CUSIP: 97717W588 Class: US LARGECAP FUND

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

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

Q4 2025
Shares 10,424 Value ($000) $739 Avg Close — Range —
Q3 2025
Shares 10,915 Value ($000) $752 Avg Close — Range —
Q2 2025
Shares 10,914 Value ($000) $699 Avg Close — Range —
Q1 2025
Shares 10,913 Value ($000) $647 Avg Close — Range —
Q4 2024
Shares 741,411 Value ($000) $45,800 Avg Close — Range —
Q3 2024
Shares 11,952 Value ($000) $718 Avg Close — Range —
Q2 2024
Shares 12,608 Value ($000) $717 Avg Close — Range —
Q1 2024
Shares 13,934 Value ($000) $698 Avg Close — Range —
Q4 2023
Shares 13,934 Value ($000) $698 Avg Close — Range —
Q3 2023
Shares 14,224 Value ($000) $651 Avg Close — Range —
Q2 2023
Shares 15,816 Value ($000) $739 Avg Close — Range —
Q1 2023
Shares 16,142 Value ($000) $706 Avg Close — Range —
Q4 2022
Shares 23,777 Value ($000) $908 Avg Close — Range —