Concurrent Investment Advisors, LLC Wisdomtree U.S. Largecap Fund Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Wisdomtree U.S. Largecap Fund stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 37,643 shares of EPS stock, worth $2.54 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
37,643
Previous 44,774 15.93%
Holding current value
$2.54 Million
Previous $2.65 Billion 9.22%
% of portfolio
0.05%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
$52.66 - $64.01 $375,518 - $456,455
-7,131 Reduced 15.93%
37,643 $2.41 Billion
Q1 2025

Apr 29, 2025
BUY
$58.38 - $64.16 $2.23 Million - $2.45 Million
38,190 Added 580.04%
44,774 $2.65 Billion
Q4 2024

Feb 03, 2025
BUY
$59.58 - $63.93 $392,274 - $420,915
6,584 New
6,584 $403 Million

Others Institutions Holding EPS

# of Institutions
159
Shares Held
13.8M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. LARGECAP FUND

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