Concord Wealth Partners - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 45 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$16,499
-2.2%
3820.0%0.00%0.0%
Q2 2023$16,866
-1.3%
3820.0%0.00%
-20.0%
Q1 2023$17,091
+1.8%
3820.0%0.01%0.0%
Q4 2022$16,781
-35.5%
382
-35.3%
0.01%
-28.6%
Q2 2022$26,000
-10.3%
5900.0%0.01%
-12.5%
Q1 2022$29,000
+52.6%
590
+67.1%
0.01%
+60.0%
Q4 2021$19,000
+171.4%
353
+159.6%
0.01%0.0%
Q4 2020$7,0001360.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
JD Financial Services Inc. 114,649$6,034,0005.50%
Private Wealth Strategies, L.L.C. 154,140$8,096,0002.03%
ShoreHaven Wealth Partners, LLC 38,834$2,043,0001.06%
First Heartland Consultants, Inc. 50,807$2,674,0000.41%
Truadvice, LLC 8,022$422,0000.39%
Lion Street Advisors, LLC 9,434$496,0000.27%
AE Wealth Management LLC 559,401$29,441,0000.24%
FLOW TRADERS U.S. LLC 100,168$5,272,0000.21%
Acorn Wealth Advisors, LLC 4,700$247,0000.17%
Patriot Financial Group Insurance Agency, LLC 12,180$641,0000.11%
View complete list of WISDOMTREE TR shareholders