WISDOMTREE TR

Ticker: XSOE CUSIP: 97717X578 Class: Equities

Robertson Stephens Wealth Management, LLC's Holding History (CIK: 0001767307)

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

Q4 2025
Shares 33,126 Value ($000) $1,293 Avg Close — Range —
Q3 2025
Shares 33,087 Value ($000) $1,255 Avg Close — Range —
Q2 2025
Shares 33,366 Value ($000) $1,150 Avg Close — Range —
Q1 2025
Shares 36,733 Value ($000) $1,134 Avg Close — Range —
Q4 2024
Shares 83,561 Value ($000) $2,550 Avg Close — Range —
Q3 2024
Shares 88,588 Value ($000) $2,926 Avg Close — Range —
Q2 2024
Shares 99,258 Value ($000) $3,040 Avg Close — Range —
Q1 2024
Shares 99,606 Value ($000) $2,934 Avg Close — Range —