Concurrent Investment Advisors, LLC Wisdomtree Tr Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 164,834 shares of IHDG stock, worth $7.68 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
164,834
Previous 163,416 0.87%
Holding current value
$7.68 Million
Previous $7.36 Billion 3.17%
% of portfolio
0.13%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$43.81 - $46.31 $62,122 - $65,667
1,418 Added 0.87%
164,834 $7.6 Billion
Q2 2025

Jul 25, 2025
SELL
$38.54 - $46.0 $1.54 Million - $1.84 Million
-39,961 Reduced 19.65%
163,416 $7.36 Billion
Q1 2025

Apr 29, 2025
BUY
$43.4 - $47.51 $8.83 Million - $9.66 Million
203,377 New
203,377 $8.83 Billion

Others Institutions Holding IHDG

# of Institutions
266
Shares Held
42.7M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

IHDG Quotes by TradingView
  • Ticker IHDG
  • Sector ETFs
  • Industry ETFs
More about IHDG
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