WISDOMTREE TR

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

Cornerstone Planning Group LLC's Holding History (CIK: 0001822587)

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

Q4 2025
Shares 1,032 Value ($000) $52 Avg Close — Range —
Q3 2025
Shares 71 Value ($000) $4 Avg Close — Range —
Q2 2025
Shares 1,015 Value ($000) $51 Avg Close — Range —
Q1 2025
Shares 1,001 Value ($000) $50 Avg Close — Range —
Q4 2024
Shares 1,143 Value ($000) $58 Avg Close — Range —
Q3 2024
Shares 1,130 Value ($000) $57 Avg Close — Range —
Q2 2024
Shares 1,125 Value ($000) $57 Avg Close — Range —