WISDOMTREE TR

Ticker: WTAI CUSIP: 97717Y543 Class: ETF

Cascade Financial Partners, LLC's Holding History (CIK: 0002021208)

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

Q4 2025
Shares 37,983 Value ($000) $1,107 Avg Close — Range —
Q3 2025
Shares 37,818 Value ($000) $1,080 Avg Close — Range —
Q2 2025
Shares 38,018 Value ($000) $934 Avg Close — Range —
Q1 2025
Shares 35,942 Value ($000) $683 Avg Close — Range —
Q4 2024
Shares 53,370 Value ($000) $1,174 Avg Close — Range —
Q3 2024
Shares 53,370 Value ($000) $1,093 Avg Close — Range —
Q2 2024
Shares 26,015 Value ($000) $544 Avg Close — Range —