WISDOMTREE TR

Ticker: DON CUSIP: 97717W505 Class: ETF

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

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

Q4 2025
Shares 229,002 Value ($000) $11,817 Avg Close — Range —
Q3 2025
Shares 231,955 Value ($000) $12,131 Avg Close — Range —
Q2 2025
Shares 237,086 Value ($000) $11,883 Avg Close — Range —
Q1 2025
Shares 233,015 Value ($000) $11,539 Avg Close — Range —
Q4 2024
Shares 225,257 Value ($000) $11,481 Avg Close — Range —
Q3 2024
Shares 201,714 Value ($000) $10,314 Avg Close — Range —
Q2 2024
Shares 208,495 Value ($000) $9,751 Avg Close — Range —
Q1 2024
Shares 210,992 Value ($000) $10,290 Avg Close — Range —
Q4 2023
Shares 197,121 Value ($000) $9,006 Avg Close — Range —
Q3 2023
Shares 205,753 Value ($000) $8,428 Avg Close — Range —
Q2 2023
Shares 220,484 Value ($000) $9,271 Avg Close — Range —
Q1 2023
Shares 186,343 Value ($000) $7,636 Avg Close — Range —
Q4 2022
Shares 230,481 Value ($000) $9,482 Avg Close — Range —
Q3 2022
Shares 234,313 Value ($000) $8,827 Avg Close — Range —
Q2 2022
Shares 235,748 Value ($000) $9,189 Avg Close — Range —
Q1 2022
Shares 252,115 Value ($000) $11,199 Avg Close — Range —
Q4 2021
Shares 262,515 Value ($000) $11,645 Avg Close — Range —
Q3 2021
Shares 142,573 Value ($000) $5,910 Avg Close — Range —
Q2 2021
Shares 286,266 Value ($000) $12,009 Avg Close — Range —
Q1 2021
Shares 454,361 Value ($000) $18,365 Avg Close — Range —
Q4 2020
Shares 1,265,449 Value ($000) $44,050 Avg Close — Range —