WISDOMTREE TR

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

Compound Planning, Inc.'s Holding History (CIK: 0001978879)

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

Q4 2025
Shares 85,401 Value ($000) $6,918 Avg Close — Range —
Q3 2025
Shares 92,424 Value ($000) $7,349 Avg Close — Range —
Q2 2025
Shares 86,162 Value ($000) $6,472 Avg Close — Range —
Q1 2025
Shares 86,941 Value ($000) $5,738 Avg Close — Range —
Q4 2024
Shares 75,460 Value ($000) $4,750 Avg Close — Range —
Q3 2024
Shares 55,324 Value ($000) $3,820 Avg Close — Range —
Q2 2024
Shares 98,367 Value ($000) $6,240 Avg Close — Range —
Q1 2024
Shares 63,539 Value ($000) $4,143 Avg Close — Range —
Q4 2023
Shares 14,262 Value ($000) $911 Avg Close — Range —
Q3 2023
Shares 8,282 Value ($000) $476 Avg Close — Range —