WISDOMTREE TR

Ticker: DGRW CUSIP: 97717X669 Class: ETF

Regent Peak Wealth Advisors LLC's Holding History (CIK: 0001803329)

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

Q4 2025
Shares 4,257 Value ($000) $381 Avg Close — Range —
Q3 2025
Shares 4,370 Value ($000) $389 Avg Close — Range —
Q1 2025
Shares 4,777 Value ($000) $381 Avg Close — Range —
Q4 2024
Shares 4,777 Value ($000) $387 Avg Close — Range —
Q3 2024
Shares 4,515 Value ($000) $376 Avg Close — Range —
Q2 2024
Shares 4,530 Value ($000) $354 Avg Close — Range —
Q1 2024
Shares 4,526 Value ($000) $345 Avg Close — Range —
Q4 2023
Shares 4,511 Value ($000) $317 Avg Close — Range —
Q3 2023
Shares 4,453 Value ($000) $283 Avg Close — Range —
Q2 2023
Shares 6,203 Value ($000) $413 Avg Close — Range —
Q1 2023
Shares 6,958 Value ($000) $434 Avg Close — Range —
Q4 2022
Shares 6,763 Value ($000) $408 Avg Close — Range —
Q3 2022
Shares 6,540 Value ($000) $352 Avg Close — Range —
Q2 2022
Shares 8,507 Value ($000) $487 Avg Close — Range —