WISDOMTREE TR

Ticker: XSOE CUSIP: 97717X578 Class: Equities

Compound Planning, Inc.'s Holding History (CIK: 0001978879)

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

Q4 2025
Shares 7,301 Value ($000) $285 Avg Close — Range —
Q3 2025
Shares 7,347 Value ($000) $279 Avg Close — Range —
Q2 2025
Shares 9,282 Value ($000) $320 Avg Close — Range —
Q1 2025
Shares 13,564 Value ($000) $419 Avg Close — Range —
Q4 2024
Shares 14,558 Value ($000) $444 Avg Close — Range —
Q3 2024
Shares 15,909 Value ($000) $525 Avg Close — Range —
Q2 2024
Shares 30,688 Value ($000) $940 Avg Close — Range —
Q1 2024
Shares 48,871 Value ($000) $1,440 Avg Close — Range —
Q4 2023
Shares 100,169 Value ($000) $2,893 Avg Close — Range —
Q3 2023
Shares 77,112 Value ($000) $2,057 Avg Close — Range —
Q2 2023
Shares 45,547 Value ($000) $1,273 Avg Close — Range —
Q1 2023
Shares 61,878 Value ($000) $1,723 Avg Close — Range —