WISDOMTREE TR

Ticker: DGRW CUSIP: 97717X669 Class: ETF

KWB Wealth's Holding History (CIK: 0001822236)

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

Q1 2025
Shares 3,933 Value ($000) $318 Avg Close — Range —
Q4 2024
Shares 3,701 Value ($000) $308 Avg Close — Range —
Q3 2024
Shares 3,847 Value ($000) $300 Avg Close — Range —
Q2 2024
Shares 3,076 Value ($000) $234 Avg Close — Range —
Q1 2024
Shares 3,487 Value ($000) $266 Avg Close — Range —
Q4 2023
Shares 5,607 Value ($000) $394 Avg Close — Range —
Q3 2023
Shares 6,060 Value ($000) $404 Avg Close — Range —
Q2 2023
Shares 6,438 Value ($000) $429 Avg Close — Range —