WISDOMTREE TR

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

Elmwood Wealth Management, Inc.'s Holding History (CIK: 0001731927)

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

Q4 2025
Shares 93,613 Value ($000) $4,711 Avg Close — Range —
Q3 2025
Shares 129,598 Value ($000) $6,515 Avg Close — Range —
Q2 2025
Shares 100,118 Value ($000) $5,037 Avg Close — Range —
Q1 2025
Shares 151,240 Value ($000) $7,612 Avg Close — Range —
Q4 2024
Shares 163,350 Value ($000) $8,220 Avg Close — Range —
Q3 2024
Shares 70,469 Value ($000) $3,539 Avg Close — Range —
Q2 2024
Shares 71,299 Value ($000) $3,587 Avg Close — Range —
Q1 2024
Shares 87,078 Value ($000) $4,379 Avg Close — Range —
Q4 2023
Shares 88,177 Value ($000) $4,430 Avg Close — Range —
Q3 2023
Shares 79,214 Value ($000) $3,986 Avg Close — Range —
Q2 2023
Shares 157,638 Value ($000) $7,932 Avg Close — Range —
Q1 2023
Shares 127,477 Value ($000) $6,408 Avg Close — Range —
Q4 2022
Shares 5,500 Value ($000) $276 Avg Close — Range —