WISDOMTREE TR

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

Evernest Financial Advisors, LLC's Holding History (CIK: 0002009530)

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

Q4 2025
Shares 110,269 Value ($000) $5,556 Avg Close — Range —
Q3 2025
Shares 124,626 Value ($000) $6,265 Avg Close — Range —
Q2 2025
Shares 104,069 Value ($000) $5,236 Avg Close — Range —
Q1 2025
Shares 98,810 Value ($000) $4,973 Avg Close — Range —
Q4 2024
Shares 96,747 Value ($000) $4,868 Avg Close — Range —
Q3 2024
Shares 95,161 Value ($000) $4,779 Avg Close — Range —
Q2 2024
Shares 88,564 Value ($000) $4,456 Avg Close — Range —
Q1 2024
Shares 85,087 Value ($000) $4,295 Avg Close — Range —
Q4 2023
Shares 57,095 Value ($000) $2,868 Avg Close — Range —
Q4 2021
Shares 69,714 Value ($000) $3,513 Avg Close — Range —