WISDOMTREE TR

Ticker: DEW CUSIP: 97717W877 Class: ETF

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

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

Q4 2025
Shares 5,034 Value ($000) $310 Avg Close — Range —
Q3 2025
Shares 5,034 Value ($000) $303 Avg Close — Range —
Q2 2025
Shares 5,069 Value ($000) $290 Avg Close — Range —
Q1 2025
Shares 5,458 Value ($000) $306 Avg Close — Range —
Q4 2024
Shares 5,458 Value ($000) $286 Avg Close — Range —
Q3 2024
Shares 5,616 Value ($000) $308 Avg Close — Range —
Q2 2024
Shares 5,615 Value ($000) $281 Avg Close — Range —
Q1 2024
Shares 6,987 Value ($000) $355 Avg Close — Range —
Q4 2023
Shares 6,986 Value ($000) $341 Avg Close — Range —
Q3 2023
Shares 12,207 Value ($000) $553 Avg Close — Range —
Q2 2023
Shares 34,693 Value ($000) $1,614 Avg Close — Range —
Q1 2023
Shares 499,937 Value ($000) $23,395 Avg Close — Range —
Q4 2022
Shares 506,358 Value ($000) $23,698 Avg Close — Range —