WISDOMTREE TR

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

Octavia Wealth Advisors, LLC's Holding History (CIK: 0001841259)

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

Q4 2025
Shares 13,816 Value ($000) $950 Avg Close — Range —
Q3 2025
Shares 15,511 Value ($000) $1,027 Avg Close — Range —
Q2 2025
Shares 14,994 Value ($000) $953 Avg Close — Range —
Q1 2025
Shares 16,301 Value ($000) $948 Avg Close — Range —
Q4 2024
Shares 15,789 Value ($000) $832 Avg Close — Range —
Q3 2024
Shares 16,904 Value ($000) $973 Avg Close — Range —
Q2 2024
Shares 20,667 Value ($000) $1,110 Avg Close — Range —
Q1 2024
Shares 27,017 Value ($000) $1,481 Avg Close — Range —
Q4 2023
Shares 484,851 Value ($000) $25,460 Avg Close — Range —
Q3 2023
Shares 470,186 Value ($000) $22,734 Avg Close — Range —
Q2 2023
Shares 443,606 Value ($000) $22,194 Avg Close — Range —
Q1 2023
Shares 419,302 Value ($000) $20,852 Avg Close — Range —
Q4 2022
Shares 358,272 Value ($000) $16,853 Avg Close — Range —
Q3 2022
Shares 312,425 Value ($000) $12,544 Avg Close — Range —
Q2 2022
Shares 153,312 Value ($000) $6,895 Avg Close — Range —
Q1 2022
Shares 144,177 Value ($000) $7,605 Avg Close — Range —
Q4 2021
Shares 130,426 Value ($000) $7,053 Avg Close — Range —
Q3 2021
Shares 109,208 Value ($000) $5,753 Avg Close — Range —
Q2 2021
Shares 81,841 Value ($000) $4,461 Avg Close — Range —
Q1 2021
Shares 71,989 Value ($000) $3,786 Avg Close — Range —
Q4 2020
Shares 80,637 Value ($000) $4,083 Avg Close — Range —