WISDOMTREE TR

Ticker: XSOE CUSIP: 97717X578 Class: Equities

EVERMAY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001066816)

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

Q4 2025
Shares 133,952 Value ($000) $5,227 Avg Close — Range —
Q3 2025
Shares 195,061 Value ($000) $7,401 Avg Close — Range —
Q2 2025
Shares 420,326 Value ($000) $14,493 Avg Close — Range —
Q1 2025
Shares 357,303 Value ($000) $11,030 Avg Close — Range —
Q4 2024
Shares 334,120 Value ($000) $10,192 Avg Close — Range —
Q3 2024
Shares 307,416 Value ($000) $10,154 Avg Close — Range —
Q2 2024
Shares 289,537 Value ($000) $8,869 Avg Close — Range —
Q1 2024
Shares 289,384 Value ($000) $8,525 Avg Close — Range —
Q4 2023
Shares 291,143 Value ($000) $8,408 Avg Close — Range —
Q3 2023
Shares 262,289 Value ($000) $6,995 Avg Close — Range —
Q2 2023
Shares 243,854 Value ($000) $6,816 Avg Close — Range —
Q1 2023
Shares 228,227 Value ($000) $6,354 Avg Close — Range —
Q4 2022
Shares 197,265 Value ($000) $5,263 Avg Close — Range —
Q3 2022
Shares 208,859 Value ($000) $5,142 Avg Close — Range —
Q2 2022
Shares 226,005 Value ($000) $6,482 Avg Close — Range —
Q1 2022
Shares 348,318 Value ($000) $11,376 Avg Close — Range —
Q4 2021
Shares 385,256 Value ($000) $14,197 Avg Close — Range —
Q3 2021
Shares 392,336 Value ($000) $14,642 Avg Close — Range —
Q2 2021
Shares 398,636 Value ($000) $16,771 Avg Close — Range —
Q1 2021
Shares 321,715 Value ($000) $13,091 Avg Close — Range —
Q4 2020
Shares 246,977 Value ($000) $9,798 Avg Close — Range —
Q3 2020
Shares 190,344 Value ($000) $6,409 Avg Close — Range —
Q2 2020
Shares 179,319 Value ($000) $5,363 Avg Close — Range —
Q1 2020
Shares 50,618 Value ($000) $1,236 Avg Close — Range —