WISDOMTREE TR

Ticker: XSOE CUSIP: 97717X578 Class: Equities

Evergreen Private Wealth LLC's Holding History (CIK: 0002010098)

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

Q4 2025
Shares 169,899 Value ($000) $6,629 Avg Close Range
Q3 2025
Shares 174,769 Value ($000) $6,631 Avg Close Range
Q2 2025
Shares 179,509 Value ($000) $6,189 Avg Close Range
Q1 2025
Shares 174,443 Value ($000) $5,385 Avg Close Range
Q4 2024
Shares 171,758 Value ($000) $5,235 Avg Close Range
Q3 2024
Shares 171,086 Value ($000) $5,651 Avg Close Range
Q2 2024
Shares 168,255 Value ($000) $5,154 Avg Close Range
Q1 2024
Shares 165,373 Value ($000) $4,872 Avg Close Range
Q4 2023
Shares 87,932 Value ($000) $2,539 Avg Close Range