Concurrent Investment Advisors, LLC Wisdomtree Tr Currency Hedged Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Wisdomtree Tr Currency Hedged stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 33,188 shares of DDWM stock, worth $1.39 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
33,188
Previous 30,945
7.25%
Holding current value
$1.39 Million
Previous $1.14 Billion
15.61%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding DDWM
# of Institutions
121Shares Held
17.6MCall Options Held
0Put Options Held
0-
Park National Corp3.28MShares$137 Million4.55% of portfolio
-
Morgan Stanley New York, NY1.74MShares$72.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.35MShares$56.4 Million0.02% of portfolio
-
Hennion & Walsh Asset Management, Inc.1.22MShares$51 Million1.97% of portfolio
-
Capital Asset Advisory Services LLC Haslett, MI1.11MShares$46.5 Million2.02% of portfolio