WISDOMTREE TR

Ticker: DLS CUSIP: 97717W760 Class: INTL SMCAP DIV

Total Wealth Planning, LLC's Holding History (CIK: 0001762997)

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

Q3 2025
Shares 3,276 Value ($000) $260 Avg Close Range
Q2 2025
Shares 3,276 Value ($000) $246 Avg Close Range
Q1 2025
Shares 3,669 Value ($000) $242 Avg Close Range
Q4 2024
Shares 3,886 Value ($000) $245 Avg Close Range
Q3 2024
Shares 4,103 Value ($000) $283 Avg Close Range
Q2 2024
Shares 4,103 Value ($000) $273 Avg Close Range
Q1 2024
Shares 4,103 Value ($000) $268 Avg Close Range
Q4 2023
Shares 4,103 Value ($000) $262 Avg Close Range
Q3 2023
Shares 4,103 Value ($000) $236 Avg Close Range