WISDOMTREE TR

Ticker: DGRW CUSIP: 97717X669 Class: ETF

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

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

Q4 2025
Shares 31,726 Value ($000) $2,837 Avg Close Range
Q2 2025
Shares 27,039 Value ($000) $2,264 Avg Close Range
Q1 2025
Shares 6,293 Value ($000) $503 Avg Close Range
Q4 2024
Shares 6,293 Value ($000) $509 Avg Close Range
Q3 2024
Shares 6,293 Value ($000) $524 Avg Close Range
Q2 2024
Shares 5,751 Value ($000) $449 Avg Close Range
Q1 2024
Shares 5,751 Value ($000) $438 Avg Close Range
Q4 2023
Shares 5,751 Value ($000) $404 Avg Close Range
Q3 2023
Shares 5,450 Value ($000) $346 Avg Close Range
Q2 2023
Shares 63,302 Value ($000) $363 Avg Close Range
Q1 2023
Shares 63,302 Value ($000) $3,164 Avg Close Range
Q4 2022
Shares 4,200 Value ($000) $254 Avg Close Range
Q2 2022
Shares 3,998 Value ($000) $229 Avg Close Range
Q1 2022
Shares 3,936 Value ($000) $251 Avg Close Range
Q4 2021
Shares 3,900 Value ($000) $257 Avg Close Range
Q3 2021
Shares 3,900 Value ($000) $229 Avg Close Range
Q2 2021
Shares 4,277 Value ($000) $255 Avg Close Range
Q1 2021
Shares 3,900 Value ($000) $223 Avg Close Range