WISDOMTREE TR

Ticker: XSOE CUSIP: 97717X578 Class: Equities

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 17,929 Value ($000) $700 Avg Close — Range —
Q3 2025
Shares 20,705 Value ($000) $786 Avg Close — Range —
Q2 2025
Shares 74,634 Value ($000) $2,573 Avg Close — Range —
Q1 2025
Shares 10,588 Value ($000) $327 Avg Close — Range —
Q4 2024
Shares 13,143 Value ($000) $401 Avg Close — Range —
Q3 2024
Shares 9,802 Value ($000) $324 Avg Close — Range —
Q2 2024
Shares 9,320 Value ($000) $285 Avg Close — Range —
Q1 2024
Shares 9,275 Value ($000) $273 Avg Close — Range —
Q4 2023
Shares 8,825 Value ($000) $255 Avg Close — Range —
Q3 2023
Shares 11,375 Value ($000) $303 Avg Close — Range —
Q2 2023
Shares 1,503 Value ($000) $42 Avg Close — Range —
Q1 2023
Shares 12,281 Value ($000) $342 Avg Close — Range —
Q4 2022
Shares 27,159 Value ($000) $778 Avg Close — Range —
Q3 2022
Shares 38,941 Value ($000) $1,061 Avg Close — Range —
Q1 2022
Shares 424,550 Value ($000) $12,885 Avg Close — Range —