Concurrent Investment Advisors, LLC WISDOMTREE TR Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025
Number of Shares
102,575
Previous 124,271 17.46%
Holding current value
$5.88 Billion
Previous $6.53 Billion 9.9%
% of portfolio
0.1%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
N/A
-21,696 Reduced 17.46%
102,575 $5.88 Billion
Q2 2025

Jul 25, 2025
SELL
N/A
-11,659 Reduced 8.58%
124,271 $6.53 Billion
Q1 2025

Apr 29, 2025
BUY
N/A
135,930 New
135,930 $5.97 Billion
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