Concurrent Investment Advisors, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 66,046 shares of WTV stock, worth $6.03 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
66,046
Previous 57,756
14.35%
Holding current value
$6.03 Million
Previous $4.75 Billion
20.24%
% of portfolio
0.11%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding WTV
# of Institutions
170Shares Held
15.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.01MShares$183 Million0.06% of portfolio
-
Envestnet Asset Management Inc1.78MShares$163 Million0.05% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.21MShares$110 Million0.2% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.14MShares$105 Million0.04% of portfolio
-
Smith Anglin Financial, LLC1.11MShares$102 Million13.21% of portfolio