WISDOMTREE TR

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

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q4 2025
Shares 57,383 Value ($000) $3,946 Avg Close — Range —
Q3 2025
Shares 60,788 Value ($000) $4,025 Avg Close — Range —
Q2 2025
Shares 58,416 Value ($000) $3,713 Avg Close — Range —
Q1 2025
Shares 56,137 Value ($000) $3,265 Avg Close — Range —
Q4 2024
Shares 53,654 Value ($000) $2,827 Avg Close — Range —
Q3 2024
Shares 51,697 Value ($000) $2,976 Avg Close — Range —
Q2 2024
Shares 49,688 Value ($000) $2,669 Avg Close — Range —
Q1 2024
Shares 47,854 Value ($000) $2,622 Avg Close — Range —
Q4 2023
Shares 46,931 Value ($000) $2,464 Avg Close — Range —
Q3 2023
Shares 43,605 Value ($000) $2,108 Avg Close — Range —
Q2 2023
Shares 41,746 Value ($000) $2,089 Avg Close — Range —
Q1 2023
Shares 43,714 Value ($000) $2,174 Avg Close — Range —
Q4 2022
Shares 43,519 Value ($000) $2,047 Avg Close — Range —
Q3 2022
Shares 36,734 Value ($000) $1,475 Avg Close — Range —
Q2 2022
Shares 40,802 Value ($000) $1,854 Avg Close — Range —
Q1 2022
Shares 40,401 Value ($000) $2,131 Avg Close — Range —
Q4 2021
Shares 39,220 Value ($000) $2,121 Avg Close — Range —