WISDOMTREE TR

Ticker: IHDG CUSIP: 97717X594 Class: ITL HDG QTLY DIV

Wealthspire Retirement, LLC's Holding History (CIK: 0002040084)

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

Q4 2025
Shares 174,682 Value ($000) $8,500 Avg Close — Range —
Q3 2025
Shares 173,973 Value ($000) $8,017 Avg Close — Range —
Q2 2025
Shares 169,033 Value ($000) $7,615 Avg Close — Range —
Q4 2024
Shares 13,693 Value ($000) $595 Avg Close — Range —
Q3 2024
Shares 13,693 Value ($000) $626 Avg Close — Range —
Q2 2024
Shares 13,693 Value ($000) $624 Avg Close — Range —
Q1 2024
Shares 13,731 Value ($000) $631 Avg Close — Range —
Q4 2023
Shares 13,699 Value ($000) $575 Avg Close — Range —
Q3 2023
Shares 13,711 Value ($000) $531 Avg Close — Range —
Q2 2023
Shares 13,658 Value ($000) $549 Avg Close — Range —
Q1 2023
Shares 13,658 Value ($000) $538 Avg Close — Range —
Q4 2022
Shares 6,026 Value ($000) $215 Avg Close — Range —
Q3 2022
Shares 6,026 Value ($000) $216 Avg Close — Range —
Q2 2022
Shares 5,784 Value ($000) $216 Avg Close — Range —