WISDOMTREE TR

Ticker: XSOE CUSIP: 97717X578 Class: Equities

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

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

Q4 2025
Shares 27,978 Value ($000) $1,092 Avg Close — Range —
Q3 2025
Shares 33,216 Value ($000) $1,260 Avg Close — Range —
Q2 2025
Shares 38,699 Value ($000) $1,334 Avg Close — Range —
Q1 2025
Shares 103,771 Value ($000) $3,203 Avg Close — Range —
Q4 2024
Shares 123,038 Value ($000) $3,750 Avg Close — Range —
Q3 2024
Shares 136,869 Value ($000) $4,521 Avg Close — Range —
Q2 2024
Shares 146,761 Value ($000) $4,495 Avg Close — Range —
Q1 2024
Shares 154,779 Value ($000) $4,560 Avg Close — Range —
Q4 2023
Shares 158,673 Value ($000) $4,582 Avg Close — Range —
Q3 2023
Shares 159,116 Value ($000) $4,244 Avg Close — Range —
Q2 2023
Shares 152,205 Value ($000) $4,254 Avg Close — Range —
Q1 2023
Shares 152,269 Value ($000) $4,239 Avg Close — Range —
Q4 2022
Shares 142,150 Value ($000) $3,793 Avg Close — Range —
Q3 2022
Shares 166,848 Value ($000) $4,108 Avg Close — Range —
Q2 2022
Shares 162,134 Value ($000) $4,650 Avg Close — Range —
Q1 2022
Shares 242,964 Value ($000) $7,935 Avg Close — Range —
Q4 2021
Shares 226,497 Value ($000) $8,346 Avg Close — Range —
Q3 2021
Shares 216,189 Value ($000) $8,068 Avg Close — Range —
Q2 2021
Shares 184,541 Value ($000) $7,764 Avg Close — Range —