Concurrent Investment Advisors, LLC Wisdomtree Tr Us Multifactor F Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Wisdomtree Tr Us Multifactor F stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 36,870 shares of USMF stock, worth $1.86 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
36,870
Previous 42,508 13.26%
Holding current value
$1.86 Million
Previous $2.11 Billion 10.4%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Jul 25, 2025
SELL
$44.42 - $51.46 $250,439 - $290,131
-5,638 Reduced 13.26%
36,870 $1.89 Billion
Q1 2025

Apr 29, 2025
BUY
$48.29 - $51.95 $1.78 Million - $1.91 Million
36,815 Added 646.67%
42,508 $2.11 Billion
Q4 2024

Feb 03, 2025
BUY
$48.43 - $52.86 $275,711 - $300,931
5,693 New
5,693 $283 Million

Others Institutions Holding USMF

# of Institutions
77
Shares Held
8.04M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR US MULTIFACTOR F

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