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GeoWealth Management, LLC
> WTMF
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | WisdomTree Trust | WTMF | 0 | -3,887 | 0 | -130,000 | |
| 03/31/2023 | WisdomTree Trust | WTMF | 3,887 | 18 | 130,000 | -3,000 | $33.44 |
| 09/30/2022 | WisdomTree Trust | WTMF | 3,869 | 371 | 133,000 | 10,000 | $34.38 |
| 06/30/2022 | WisdomTree Trust | WTMF | 3,498 | -3,596 | 123,000 | -132,000 | $35.16 |
| 03/31/2022 | WisdomTree Trust | WTMF | 7,094 | 1,329 | 255,000 | 51,000 | $35.95 |
| 12/31/2021 | WisdomTree Trust | WTMF | 5,765 | 4,103 | 204,000 | 136,000 | $35.39 |
| 09/30/2021 | WisdomTree Trust | WTMF | 1,662 | 50 | 68,000 | 1,000 | $40.91 |
| 06/30/2021 | WisdomTree Trust | WTMF | 1,612 | -3,258 | 67,000 | -123,000 | $41.56 |
| 03/31/2021 | WisdomTree Trust | WTMF | 4,870 | -96 | 190,000 | 6,000 | $39.01 |
| 12/31/2020 | WisdomTree Trust | WTMF | 4,966 | 4,966 | 184,000 | 184,000 | $37.05 |
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