WISDOMTREE TR

Ticker: DOL CUSIP: 97717W794 Class: ETF

Global Retirement Partners, LLC's Holding History (CIK: 0001749744)

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

Q4 2025
Shares 305 Value ($000) $20 Avg Close — Range —
Q3 2025
Shares 304 Value ($000) $19 Avg Close — Range —
Q2 2025
Shares 304 Value ($000) $18 Avg Close — Range —
Q4 2024
Shares 252 Value ($000) $12 Avg Close — Range —
Q3 2024
Shares 357 Value ($000) $19 Avg Close — Range —
Q2 2024
Shares 799 Value ($000) $41 Avg Close — Range —
Q1 2024
Shares 838 Value ($000) $43 Avg Close — Range —
Q4 2023
Shares 1,041 Value ($000) $50 Avg Close — Range —
Q3 2023
Shares 1,209 Value ($000) $54 Avg Close — Range —
Q2 2023
Shares 1,306 Value ($000) $62 Avg Close — Range —
Q1 2023
Shares 1,291 Value ($000) $61 Avg Close — Range —
Q4 2022
Shares 50 Value ($000) $2 Avg Close — Range —