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UNITED CAPITAL FINANCIAL ADVISERS, LLC
> DON
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | WisdomTree Trust | DON | 549,868 | 16,739 | 23,121,945,000 | 1,189,009,000 | $42,049.99 |
| 12/31/2022 | WisdomTree Trust | DON | 533,129 | 11,929 | 21,932,936,000 | 21,913,302,000 | $41,140.02 |
| 09/30/2022 | WisdomTree Trust | DON | 521,200 | 5,156 | 19,634,000 | -481,000 | $37.67 |
| 06/30/2022 | WisdomTree Trust | DON | 516,044 | 7,282 | 20,115,000 | -2,484,000 | $38.98 |
| 03/31/2022 | WisdomTree Trust | DON | 508,762 | 12,791 | 22,599,000 | 598,000 | $44.42 |
| 12/31/2021 | WisdomTree Trust | DON | 495,971 | 29,055 | 22,001,000 | 2,414,000 | $44.36 |
| 06/30/2021 | WisdomTree Trust | DON | 466,916 | 22,375 | 19,587,000 | 1,619,000 | $41.95 |
| 03/31/2021 | WisdomTree Trust | DON | 444,541 | 10,499 | 17,968,000 | 2,859,000 | $40.42 |
| 12/31/2020 | WisdomTree Trust | DON | 434,042 | 11,312 | 15,109,000 | 2,884,000 | $34.81 |
| 09/30/2020 | WisdomTree Trust | DON | 422,730 | 19,324 | 12,225,000 | 792,000 | $28.92 |
| 06/30/2020 | WisdomTree Trust | DON | 403,406 | 1,607 | 11,433,000 | 1,726,000 | $28.34 |
| 03/31/2020 | WisdomTree Trust | DON | 401,799 | 14,111 | 9,707,000 | -5,041,000 | $24.16 |
| 12/31/2019 | WisdomTree Trust | DON | 387,688 | 9,053 | 14,748,000 | 1,000,000 | $38.04 |
| 09/30/2019 | WisdomTree Trust | DON | 378,635 | 6,035 | 13,748,000 | 260,000 | $36.31 |
| 06/30/2019 | WisdomTree Trust | DON | 372,600 | 9,345 | 13,488,000 | 487,000 | $36.20 |
| 03/31/2019 | WisdomTree Trust | DON | 363,255 | 7,875 | 13,001,000 | 1,760,000 | $35.79 |
| 12/31/2018 | WisdomTree Trust | DON | 355,380 | -1,032 | 11,241,000 | -1,903,000 | $31.63 |
| 09/30/2018 | WisdomTree Trust | DON | 356,412 | 7,199 | 13,144,000 | 642,000 | $36.88 |
| 06/30/2018 | WisdomTree Trust | DON | 349,213 | -1,464 | 12,502,000 | 537,000 | $35.80 |
| 03/31/2018 | WisdomTree Trust | DON | 350,677 | 10,546 | 11,965,000 | -79,000 | $34.12 |
| 12/31/2017 | WisdomTree Trust | DON | 340,131 | 228,267 | 12,044,000 | 863,000 | $35.41 |
| 09/30/2017 | WisdomTree Trust | DON | 111,864 | 2,759 | 11,181,000 | 516,000 | $99.95 |
| 06/30/2017 | WisdomTree Trust | DON | 109,105 | 1,052 | 10,665,000 | 127,000 | $97.75 |
| 03/31/2017 | WisdomTree Trust | DON | 108,053 | 108,053 | 10,538,000 | 10,538,000 | $97.53 |
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