WISDOMTREE TR

Ticker: DWM CUSIP: 97717W703 Class: INTL EQUITY FD

Robertson Stephens Wealth Management, LLC's Holding History (CIK: 0001767307)

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

Q4 2025
Shares 14,511 Value ($000) $998 Avg Close Range
Q3 2025
Shares 14,509 Value ($000) $961 Avg Close Range
Q2 2025
Shares 16,260 Value ($000) $1,034 Avg Close Range
Q1 2025
Shares 22,796 Value ($000) $1,326 Avg Close Range
Q4 2024
Shares 53,945 Value ($000) $2,844 Avg Close Range
Q3 2024
Shares 28,759 Value ($000) $1,655 Avg Close Range