WISDOMTREE TR

Ticker: DGRW CUSIP: 97717X669 Class: ETF

Modern Wealth Management, LLC's Holding History (CIK: 0002001900)

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

Q4 2025
Shares 309,567 Value ($000) $27,685 Avg Close — Range —
Q3 2025
Shares 303,375 Value ($000) $26,988 Avg Close — Range —
Q2 2025
Shares 295,679 Value ($000) $24,760 Avg Close — Range —
Q1 2025
Shares 259,109 Value ($000) $20,692 Avg Close — Range —
Q4 2024
Shares 252,855 Value ($000) $20,464 Avg Close — Range —