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 ↓
FLOW TRADERS U.S. LLC 29,355$720,0000.04%
Arkadios Wealth Advisors 3,550$86,0000.01%
Baystate Wealth Management LLC 1,135$28,0000.00%
MARK SHEPTOFF FINANCIAL PLANNING, LLC 200$5,0000.00%
NEXT Financial Group, Inc 800$20,0000.00%
CWM, LLC 3,577$88,0000.00%
Cambridge Investment Research Advisors, Inc. 9,531$234,0000.00%
SIGNATUREFD, LLC 1,500$37,0000.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
OSAIC HOLDINGS, INC. 3,850$94,0000.00%
View complete list of WISDOMTREE TR shareholders