WISDOMTREE TR

Ticker: DGRW CUSIP: 97717X669 Class: ETF

Triad Wealth Partners, LLC's Holding History (CIK: 0002012717)

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

Q4 2025
Shares 30,673 Value ($000) $2,743 Avg Close Range
Q3 2025
Shares 25,916 Value ($000) $2,305 Avg Close Range
Q2 2025
Shares 23,050 Value ($000) $1,930 Avg Close Range
Q1 2025
Shares 30,713 Value ($000) $2,453 Avg Close Range
Q4 2024
Shares 41,492 Value ($000) $3,358 Avg Close Range
Q3 2024
Shares 98,317 Value ($000) $8,181 Avg Close Range
Q2 2024
Shares 135,522 Value ($000) $10,577 Avg Close Range
Q1 2024
Shares 115,330 Value ($000) $8,787 Avg Close Range