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Concourse Financial Group Securities’s WisdomTree WT Stock Holding History

Concourse Financial Group Securities’s Portfolio WT Stock Details WT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,965
Closed -$59.1K – 2103
2024
Q4 		$59.1K Buy
5,965
+4,652
+354% +$50.4K ﹤0.01% 1139
2024
Q3 		$13.1K Buy
1,313
+30
+2% +$305 ﹤0.01% 1623
2024
Q2 		$12.7K Buy
+1,283
New +$12.1K ﹤0.01% 1628

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ACH
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Millennium Management
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SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Concourse Financial Group Securities's WT Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of WisdomTree (WT) in Q1 2025, closing a stake of 5,965 shares — an estimated $59.1K sold.

Concourse Financial Group Securities first reported a position in WT in Q2 2024 and held it in 3 quarters. The position peaked at $59.1K in Q4 2024. 256 funds tracked by Wall St. Rank hold WT as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining WisdomTree position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 5,965 WisdomTree shares in Q1 2025, an estimated $59.1K.
  • Concourse Financial Group Securities first reported a position in WisdomTree in Q2 2024 and held it in 3 quarters.
  • Concourse Financial Group Securities's WisdomTree position peaked at $59.1K in Q4 2024.
  • 256 funds tracked by Wall St. Rank held WisdomTree as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.