WISDOMTREE TR

Ticker: DGRW CUSIP: 97717X669 Class: ETF

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 24,824 Value ($000) $2,220 Avg Close — Range —
Q3 2025
Shares 27,864 Value ($000) $2,479 Avg Close — Range —
Q2 2025
Shares 29,924 Value ($000) $2,506 Avg Close — Range —
Q1 2025
Shares 23,291 Value ($000) $1,860 Avg Close — Range —
Q4 2024
Shares 22,728 Value ($000) $1,839 Avg Close — Range —
Q3 2024
Shares 20,317 Value ($000) $1,691 Avg Close — Range —
Q2 2024
Shares 15,847 Value ($000) $1,237 Avg Close — Range —
Q1 2024
Shares 15,698 Value ($000) $1,196 Avg Close — Range —
Q4 2023
Shares 16,293 Value ($000) $1,145 Avg Close — Range —
Q3 2023
Shares 15,294 Value ($000) $971 Avg Close — Range —
Q2 2023
Shares 6,555 Value ($000) $437 Avg Close — Range —
Q1 2023
Shares 14,093 Value ($000) $879 Avg Close — Range —
Q4 2022
Shares 22,560 Value ($000) $1,428 Avg Close — Range —
Q3 2022
Shares 21,689 Value ($000) $1,344 Avg Close — Range —
Q1 2022
Shares 21,626 Value ($000) $1,324 Avg Close — Range —