News + Filings Holdings
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Vertex Planning Partners, LLC
> DTD
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Wisdom Tree Trust | DTD | 337,814 | -195,237 | 20,974,871,000 | -11,322,679,000 | $62,090.00 |
| 03/31/2023 | Wisdom Tree Trust | DTD | 533,051 | 533,051 | 32,297,550,000 | 32,297,550,000 | $60,589.98 |
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