WISDOMTREE TR

Ticker: DOL CUSIP: 97717W794 Class: ETF

BIP Wealth, LLC's Holding History (CIK: 0001590214)

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

Q4 2025
Shares 310,989 Value ($000) $20,479 Avg Close — Range —
Q3 2025
Shares 308,531 Value ($000) $19,207 Avg Close — Range —
Q2 2025
Shares 308,561 Value ($000) $18,380 Avg Close — Range —
Q1 2025
Shares 324,086 Value ($000) $17,847 Avg Close — Range —
Q4 2024
Shares 320,365 Value ($000) $15,839 Avg Close — Range —
Q3 2024
Shares 278,248 Value ($000) $15,016 Avg Close — Range —
Q2 2024
Shares 235,625 Value ($000) $11,951 Avg Close — Range —
Q1 2024
Shares 225,024 Value ($000) $11,637 Avg Close — Range —
Q4 2023
Shares 209,526 Value ($000) $10,321 Avg Close — Range —
Q3 2023
Shares 200,003 Value ($000) $9,124 Avg Close — Range —
Q2 2023
Shares 205,443 Value ($000) $9,691 Avg Close — Range —
Q1 2023
Shares 182,726 Value ($000) $8,532 Avg Close — Range —