Concurrent Investment Advisors, LLC Wisdomtree Tr Currency Hedged Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 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 37,019 shares of DDWM stock, worth $1.57 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
37,019
Previous 33,188
11.54%
Holding current value
$1.57 Million
Previous $1.32 Billion
17.56%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding DDWM
# of Institutions
126Shares Held
22.1MCall Options Held
0Put Options Held
0-
Park National Corp3.54MShares$150 Million5.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.12MShares$89.8 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.91MShares$80.8 Million0.01% of portfolio
-
Tcfg Wealth Management, LLC Laguna Niguel, CA1.23MShares$51.9 Million0.09% of portfolio
-
Hennion & Walsh Asset Management, Inc.1.22MShares$51.7 Million1.97% of portfolio