WISDOMTREE TR

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

LWM Advisory Services, LLC's Holding History (CIK: 0001697716)

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

Q4 2025
Shares 92,469 Value ($000) $4,653 Avg Close — Range —
Q3 2025
Shares 102,053 Value ($000) $5,130 Avg Close — Range —
Q2 2025
Shares 83,960 Value ($000) $4,224 Avg Close — Range —
Q1 2025
Shares 82,292 Value ($000) $4,142 Avg Close — Range —
Q4 2024
Shares 31,882 Value ($000) $1,604 Avg Close — Range —