WISDOMTREE TR

Ticker: DGRW CUSIP: 97717X669 Class: ETF

Amplius Wealth Advisors, LLC's Holding History (CIK: 0001900584)

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

Q4 2025
Shares 255,977 Value ($000) $22,892 Avg Close — Range —
Q3 2025
Shares 248,994 Value ($000) $22,150 Avg Close — Range —
Q2 2025
Shares 273,880 Value ($000) $22,932 Avg Close — Range —
Q1 2025
Shares 271,502 Value ($000) $21,682 Avg Close — Range —
Q4 2024
Shares 257,129 Value ($000) $20,810 Avg Close — Range —
Q3 2024
Shares 243,835 Value ($000) $20,289 Avg Close — Range —
Q2 2024
Shares 239,178 Value ($000) $18,668 Avg Close — Range —
Q1 2024
Shares 244,559 Value ($000) $18,633 Avg Close — Range —
Q4 2023
Shares 605,300 Value ($000) $42,536 Avg Close — Range —
Q3 2023
Shares 937,698 Value ($000) $59,539 Avg Close — Range —
Q2 2023
Shares 993,774 Value ($000) $66,237 Avg Close — Range —
Q1 2023
Shares 962,479 Value ($000) $60,001 Avg Close — Range —
Q4 2022
Shares 939,860 Value ($000) $56,730 Avg Close — Range —
Q3 2022
Shares 4,411 Value ($000) $238 Avg Close — Range —
Q2 2022
Shares 3,883 Value ($000) $222 Avg Close — Range —
Q1 2022
Shares 5,145 Value ($000) $327 Avg Close — Range —
Q4 2021
Shares 5,145 Value ($000) $338 Avg Close — Range —