WISDOMTREE TR

Ticker: DES CUSIP: 97717W604 Class: US SMALLCAP DIVD

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

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

Q4 2025
Shares 14,371 Value ($000) $481 Avg Close — Range —
Q2 2025
Shares 15,215 Value ($000) $483 Avg Close — Range —
Q1 2025
Shares 12,965 Value ($000) $414 Avg Close — Range —
Q4 2024
Shares 12,847 Value ($000) $441 Avg Close — Range —
Q3 2024
Shares 9,874 Value ($000) $341 Avg Close — Range —
Q2 2024
Shares 9,782 Value ($000) $305 Avg Close — Range —
Q1 2024
Shares 9,782 Value ($000) $320 Avg Close — Range —
Q4 2023
Shares 9,806 Value ($000) $315 Avg Close — Range —
Q3 2023
Shares 10,315 Value ($000) $291 Avg Close — Range —
Q2 2023
Shares 1,105,874 Value ($000) $309 Avg Close — Range —
Q1 2023
Shares 2,166 Value ($000) $392 Avg Close — Range —
Q4 2022
Shares 10,861 Value ($000) $309 Avg Close — Range —
Q3 2022
Shares 11,026 Value ($000) $284 Avg Close — Range —
Q2 2022
Shares 13,947 Value ($000) $394 Avg Close — Range —
Q1 2022
Shares 18,317 Value ($000) $584 Avg Close — Range —
Q4 2021
Shares 19,745 Value ($000) $649 Avg Close — Range —
Q3 2021
Shares 21,645 Value ($000) $667 Avg Close — Range —
Q2 2021
Shares 18,359 Value ($000) $585 Avg Close — Range —
Q1 2021
Shares 18,359 Value ($000) $572 Avg Close — Range —
Q4 2020
Shares 18,809 Value ($000) $500 Avg Close — Range —
Q3 2020
Shares 19,957 Value ($000) $421 Avg Close — Range —
Q1 2020
Shares 23,284 Value ($000) $420 Avg Close — Range —
Q4 2019
Shares 17,632 Value ($000) $506 Avg Close — Range —