WISDOMTREE TR

Ticker: XSOE CUSIP: 97717X578 Class: Equities

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

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

Q4 2025
Shares 253 Value ($000) $10 Avg Close Range
Q3 2025
Shares 253 Value ($000) $10 Avg Close Range
Q2 2025
Shares 253 Value ($000) $9 Avg Close Range
Q1 2025
Shares 253 Value ($000) $8 Avg Close Range
Q4 2024
Shares 254 Value ($000) $8 Avg Close Range
Q3 2024
Shares 269 Value ($000) $9 Avg Close Range
Q2 2024
Shares 269 Value ($000) $8 Avg Close Range
Q1 2024
Shares 269 Value ($000) $8 Avg Close Range
Q4 2023
Shares 366 Value ($000) $11 Avg Close Range
Q3 2023
Shares 366 Value ($000) $10 Avg Close Range
Q2 2023
Shares 366 Value ($000) $10 Avg Close Range
Q1 2023
Shares 126 Value ($000) $4 Avg Close Range
Q4 2022
Shares 1,481 Value ($000) $40 Avg Close Range
Q2 2022
Shares 13,517 Value ($000) $388 Avg Close Range
Q1 2022
Shares 281,074 Value ($000) $9,180 Avg Close Range
Q4 2021
Shares 269,950 Value ($000) $9,948 Avg Close Range
Q3 2021
Shares 193,621 Value ($000) $7,226 Avg Close Range
Q2 2021
Shares 256,835 Value ($000) $10,805 Avg Close Range
Q1 2021
Shares 185,595 Value ($000) $7,552 Avg Close Range
Q4 2020
Shares 2,032 Value ($000) $81 Avg Close Range