WISDOMTREE TR

Ticker: USFR CUSIP: 97717Y527 Class: FLOATNG RAT TREA

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

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

Q4 2025
Shares 21,750 Value ($000) $1,094 Avg Close — Range —
Q2 2025
Shares 30,173 Value ($000) $1,518 Avg Close — Range —
Q1 2025
Shares 27,235 Value ($000) $1,371 Avg Close — Range —
Q4 2024
Shares 30,142 Value ($000) $1,517 Avg Close — Range —
Q3 2024
Shares 31,947 Value ($000) $1,604 Avg Close — Range —
Q2 2024
Shares 34,336 Value ($000) $1,727 Avg Close — Range —
Q1 2024
Shares 37,243 Value ($000) $1,873 Avg Close — Range —
Q4 2023
Shares 44,747 Value ($000) $2,248 Avg Close — Range —
Q3 2023
Shares 47,374 Value ($000) $2,384 Avg Close — Range —
Q2 2023
Shares 311,494 Value ($000) $2,402 Avg Close — Range —
Q1 2023
Shares 70,639 Value ($000) $2,547 Avg Close — Range —
Q4 2022
Shares 7,431 Value ($000) $374 Avg Close — Range —