Concord Wealth Partners - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCBR and the CUSIP is 97717Y659. A total of 28 filers reported holding WISDOMTREE TR in Q1 2022. 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 Q1 2022
NameSharesValueWeighting ↓
Procyon Advisors, LLC 82,272$1,513,8080.25%
Claro Advisors LLC 14,682$270,1460.08%
FLOW TRADERS U.S. LLC 56,847$1,0460.04%
Rise Advisors, LLC 1,601$29,4670.02%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 10,000$184,0000.02%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 10,402$191,3880.01%
BENJAMIN F. EDWARDS & COMPANY, INC. 5,926$1090.01%
SIGNATUREFD, LLC 5,100$93,8400.00%
MARK SHEPTOFF FINANCIAL PLANNING, LLC 200$3,6800.00%
Cambridge Investment Research Advisors, Inc. 18,366$3380.00%
View complete list of WISDOMTREE TR shareholders