WISDOMTREE TR

Ticker: DOL CUSIP: 97717W794 Class: ETF

Evernest Financial Advisors, LLC's Holding History (CIK: 0002009530)

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

Q4 2025
Shares 92,925 Value ($000) $6,721 Avg Close — Range —
Q3 2025
Shares 93,268 Value ($000) $5,806 Avg Close — Range —
Q2 2025
Shares 93,271 Value ($000) $5,556 Avg Close — Range —
Q1 2025
Shares 86,570 Value ($000) $4,767 Avg Close — Range —
Q4 2024
Shares 89,120 Value ($000) $4,406 Avg Close — Range —
Q3 2024
Shares 89,987 Value ($000) $4,856 Avg Close — Range —
Q2 2024
Shares 88,332 Value ($000) $4,480 Avg Close — Range —
Q1 2024
Shares 86,919 Value ($000) $4,336 Avg Close — Range —
Q4 2023
Shares 92,900 Value ($000) $4,576 Avg Close — Range —
Q4 2021
Shares 87,031 Value ($000) $4,242 Avg Close — Range —