Concurrent Investment Advisors, LLC Wisdomtree Trust Japan Hedged Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Wisdomtree Trust Japan Hedged stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 22,253 shares of DXJ stock, worth $2.75 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

22,253

Previous 12,502 78.0%

Holding current value

$2.75 Million

Previous $1.38 Billion 84.6%

% of portfolio

0.05%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$95.74 - $115.54 $933,560 - $1.13 Million	9,751 Added 78.0%	22,253 $2.54 Billion
Q1 2025 Apr 29, 2025	BUY	$106.46 - $114.75 $1.13 Million - $1.22 Million	10,628 Added 567.13%	12,502 $1.38 Billion
Q4 2024 Feb 03, 2025	SELL	$105.85 - $112.84 $990,967 - $1.06 Million	-9,362 Reduced 83.32%	1,874 $207 Million
Q3 2024 Oct 30, 2024	BUY	$91.43 - $117.51 $43,977 - $56,522	481 Added 4.47%	11,236 $1.19 Billion
Q2 2024 Jul 30, 2024	SELL	$105.42 - $112.82 $492,943 - $527,546	-4,676 Reduced 30.3%	10,755 $1.21 Billion
Q1 2024 May 07, 2024	BUY	$88.02 - $109.21 $640,697 - $794,939	7,279 Added 89.29%	15,431 $1.67 Billion
Q4 2023 Apr 15, 2024	BUY	$83.85 - $91.76 $683,545 - $748,027	8,152 New	8,152 $717 Million

Others Institutions Holding DXJ

# of Institutions

361

Shares Held

14.8M

Call Options Held

25.3K

Put Options Held

45.4K

View Full List

About WISDOMTREE TRUST JAPAN HEDGED

Ticker DXJ
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Concurrent Investment Advisors, LLC Wisdomtree Trust Japan Hedged Transaction History