WISDOMTREE TR

Ticker: XSOE CUSIP: 97717X578 Class: Equities

EverSource Wealth Advisors, LLC's Holding History (CIK: 0001710537)

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

Q4 2025
Shares 29,742 Value ($000) $1,161 Avg Close Range
Q3 2025
Shares 30,757 Value ($000) $1,167 Avg Close Range
Q2 2025
Shares 37,311 Value ($000) $1,286 Avg Close Range
Q1 2025
Shares 41,034 Value ($000) $1,267 Avg Close Range
Q4 2024
Shares 41,605 Value ($000) $1,268 Avg Close Range
Q3 2024
Shares 37,581 Value ($000) $1,241 Avg Close Range
Q2 2024
Shares 36,401 Value ($000) $1,129 Avg Close Range
Q1 2024
Shares 31,891 Value ($000) $934 Avg Close Range
Q4 2023
Shares 25,902 Value ($000) $748 Avg Close Range
Q3 2023
Shares 22,317 Value ($000) $595 Avg Close Range
Q2 2023
Shares 12,315 Value ($000) $344 Avg Close Range
Q1 2023
Shares 10,632 Value ($000) $296 Avg Close Range
Q4 2022
Shares 8,028 Value ($000) $214 Avg Close Range
Q3 2022
Shares 7,153 Value ($000) $176 Avg Close Range
Q2 2022
Shares 4,908 Value ($000) $141 Avg Close Range
Q1 2022
Shares 5,024 Value ($000) $164 Avg Close Range
Q4 2021
Shares 4,271 Value ($000) $157 Avg Close Range