WISDOMTREE TR

Ticker: DGRW CUSIP: 97717X669 Class: ETF

Wealthspire Retirement, LLC's Holding History (CIK: 0002040084)

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

Q4 2025
Shares 9,086 Value ($000) $813 Avg Close Range
Q3 2025
Shares 8,496 Value ($000) $756 Avg Close Range
Q2 2025
Shares 7,540 Value ($000) $631 Avg Close Range
Q1 2025
Shares 6,016 Value ($000) $480 Avg Close Range
Q4 2024
Shares 8,066 Value ($000) $653 Avg Close Range
Q3 2024
Shares 8,066 Value ($000) $671 Avg Close Range
Q2 2024
Shares 8,066 Value ($000) $630 Avg Close Range
Q1 2024
Shares 8,216 Value ($000) $626 Avg Close Range
Q4 2023
Shares 8,016 Value ($000) $563 Avg Close Range
Q3 2023
Shares 8,966 Value ($000) $569 Avg Close Range
Q2 2023
Shares 8,366 Value ($000) $558 Avg Close Range
Q1 2023
Shares 9,117 Value ($000) $568 Avg Close Range
Q4 2022
Shares 7,213 Value ($000) $435 Avg Close Range
Q3 2022
Shares 4,398 Value ($000) $237 Avg Close Range
Q2 2022
Shares 6,392 Value ($000) $366 Avg Close Range
Q1 2022
Shares 6,387 Value ($000) $407 Avg Close Range
Q2 2021
Shares 10,523 Value ($000) $628 Avg Close Range
Q1 2021
Shares 10,300 Value ($000) $589 Avg Close Range