WISDOMTREE TR

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

Cascade Financial Partners, LLC's Holding History (CIK: 0002021208)

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

Q4 2025
Shares 161,532 Value ($000) $5,403 Avg Close Range
Q3 2025
Shares 165,078 Value ($000) $5,560 Avg Close Range
Q2 2025
Shares 168,108 Value ($000) $5,339 Avg Close Range
Q1 2025
Shares 171,585 Value ($000) $5,484 Avg Close Range
Q4 2024
Shares 172,493 Value ($000) $5,925 Avg Close Range
Q3 2024
Shares 167,488 Value ($000) $5,762 Avg Close Range
Q2 2024
Shares 165,758 Value ($000) $5,163 Avg Close Range
Q1 2024
Shares 165,128 Value ($000) $5,106 Avg Close Range