WISDOMTREE TR

Ticker: DOL CUSIP: 97717W794 Class: ETF

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

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

Q4 2025
Shares 242,761 Value ($000) $15,986 Avg Close — Range —
Q3 2025
Shares 223,723 Value ($000) $13,928 Avg Close — Range —
Q2 2025
Shares 217,743 Value ($000) $12,970 Avg Close — Range —
Q1 2025
Shares 216,164 Value ($000) $11,904 Avg Close — Range —
Q4 2024
Shares 199,986 Value ($000) $9,887 Avg Close — Range —
Q3 2024
Shares 203,001 Value ($000) $10,651 Avg Close — Range —
Q2 2024
Shares 204,662 Value ($000) $10,380 Avg Close — Range —
Q1 2024
Shares 204,652 Value ($000) $10,264 Avg Close — Range —