WISDOMTREE TR

Ticker: DNL CUSIP: 97717W844 Class: ETF

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q1 2025
Shares 5,627 Value ($000) $201 Avg Close — Range —
Q4 2024
Shares 124,609 Value ($000) $4,483 Avg Close — Range —
Q3 2024
Shares 119,202 Value ($000) $4,696 Avg Close — Range —
Q2 2024
Shares 122,279 Value ($000) $4,779 Avg Close — Range —
Q1 2024
Shares 64,212 Value ($000) $2,497 Avg Close — Range —
Q4 2023
Shares 52,654 Value ($000) $1,948 Avg Close — Range —
Q3 2023
Shares 72,329 Value ($000) $2,419 Avg Close — Range —
Q2 2023
Shares 85,258 Value ($000) $3,054 Avg Close — Range —
Q1 2023
Shares 74,562 Value ($000) $2,645 Avg Close — Range —
Q4 2022
Shares 44,534 Value ($000) $1,435 Avg Close — Range —