Concord Wealth Partners - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCBR and the CUSIP is 97717Y659. A total of 23 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,022
+5.5%
500.0%0.00%
Q2 2023$969
+5.3%
500.0%0.00%
Q1 2023$920
+20.9%
500.0%0.00%
Q4 2022$761
-23.9%
500.0%0.00%
Q2 2022$1,0000.0%500.0%0.00%
Q1 2022$1,0000.0%500.0%0.00%
Q4 2021$1,0000.0%500.0%0.00%
Q2 2021$1,0000.0%500.0%0.00%
Q1 2021$1,000500.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
MARIPAU WEALTH MANAGEMENT LLC 17,246$408,0000.39%
Claro Advisors LLC 16,675$438,0000.16%
Legacy Advisors, LLC 10,000$262,0000.10%
FLOW TRADERS U.S. LLC 40,384$1,054,0000.03%
High Net Worth Advisory Group LLC 1,000$26,0000.01%
Baystate Wealth Management LLC 1,139$30,0000.00%
SIGNATUREFD, LLC 3,006$79,0000.00%
Cambridge Investment Research Advisors, Inc. 16,235$426,0000.00%
MARK SHEPTOFF FINANCIAL PLANNING, LLC 200$5,0000.00%
CWM, LLC 3,585$94,0000.00%
View complete list of WISDOMTREE TR shareholders