WISDOMTREE TR

Ticker: AIVI CUSIP: 97717W786 Class: ETF

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

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

Q4 2025
Shares 5,960 Value ($000) $310 Avg Close — Range —
Q2 2025
Shares 5,960 Value ($000) $287 Avg Close — Range —
Q1 2025
Shares 5,960 Value ($000) $261 Avg Close — Range —
Q4 2024
Shares 5,960 Value ($000) $235 Avg Close — Range —
Q3 2024
Shares 5,960 Value ($000) $261 Avg Close — Range —
Q2 2024
Shares 5,960 Value ($000) $235 Avg Close — Range —