Concurrent Investment Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 30,801 shares of DON stock, worth $1.6 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

30,801

Previous 30,239 1.86%

Holding current value

$1.6 Million

Previous $1.5 Billion 3.09%

% of portfolio

0.03%

Previous 0.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$43.28 - $50.37 $24,323 - $28,307	562 Added 1.86%	30,801 $1.54 Billion
Q1 2025 Apr 29, 2025	BUY	$48.02 - $53.02 $1.13 Million - $1.25 Million	23,604 Added 355.75%	30,239 $1.5 Billion
Q4 2024 Feb 03, 2025	BUY	$50.53 - $55.55 $66,244 - $72,826	1,311 Added 24.62%	6,635 $338 Million
Q3 2024 Oct 30, 2024	BUY	$46.17 - $51.13 $24,331 - $26,945	527 Added 10.99%	5,324 $272 Million
Q2 2024 Jul 30, 2024	BUY	$45.6 - $48.78 $218,743 - $233,997	4,797 New	4,797 $224 Million

Others Institutions Holding DON

# of Institutions

495

Shares Held

45.3M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
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Concurrent Investment Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History