WISDOMTREE TR

Ticker: WTMF CUSIP: 97717W125 Class: FUTRE STRAT FD

Concord Wealth Partners's Holding History (CIK: 0001814214)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 466 Value ($000) $18 Avg Close Range
Q3 2025
Shares 466 Value ($000) $18 Avg Close Range
Q2 2025
Shares 1,266 Value ($000) $45 Avg Close Range
Q1 2025
Shares 1,243 Value ($000) $42 Avg Close Range
Q4 2024
Shares 1,397 Value ($000) $49 Avg Close Range
Q3 2024
Shares 777 Value ($000) $28 Avg Close Range
Q4 2022
Shares 71 Value ($000) $2 Avg Close Range