WISDOMTREE TR

Ticker: DIM CUSIP: 97717W778 Class: INTL MIDCAP DV

Cascade Financial Partners, LLC's Holding History (CIK: 0002021208)

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

Q4 2025
Shares 3,650 Value ($000) $294 Avg Close — Range —
Q3 2025
Shares 3,650 Value ($000) $282 Avg Close — Range —
Q2 2025
Shares 3,650 Value ($000) $275 Avg Close — Range —
Q1 2025
Shares 3,650 Value ($000) $242 Avg Close — Range —
Q4 2024
Shares 3,650 Value ($000) $222 Avg Close — Range —
Q3 2024
Shares 3,650 Value ($000) $233 Avg Close — Range —
Q2 2024
Shares 3,650 Value ($000) $221 Avg Close — Range —
Q1 2024
Shares 3,650 Value ($000) $223 Avg Close — Range —