WISDOMTREE TR

Ticker: DNL CUSIP: 97717W844 Class: ETF

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 23,689 Value ($000) $976 Avg Close — Range —
Q3 2025
Shares 36,929 Value ($000) $1,495 Avg Close — Range —
Q2 2025
Shares 37,159 Value ($000) $1,496 Avg Close — Range —
Q1 2025
Shares 25,093 Value ($000) $895 Avg Close — Range —
Q4 2024
Shares 23,955 Value ($000) $862 Avg Close — Range —
Q3 2024
Shares 22,668 Value ($000) $893 Avg Close — Range —
Q2 2024
Shares 22,347 Value ($000) $873 Avg Close — Range —
Q1 2024
Shares 21,425 Value ($000) $833 Avg Close — Range —
Q4 2023
Shares 21,920 Value ($000) $811 Avg Close — Range —
Q3 2023
Shares 20,707 Value ($000) $693 Avg Close — Range —
Q2 2023
Shares 8,492 Value ($000) $304 Avg Close — Range —
Q1 2023
Shares 18,867 Value ($000) $669 Avg Close — Range —
Q4 2022
Shares 21,862 Value ($000) $771 Avg Close — Range —
Q3 2022
Shares 20,050 Value ($000) $660 Avg Close — Range —
Q1 2022
Shares 16,679 Value ($000) $598 Avg Close — Range —