Concurrent Investment Advisors, LLC Wisdomtree U.S. High Yield Cor Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Wisdomtree U.S. High Yield Cor stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 6,356 shares of WFHY stock, worth $291,613. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,356
Previous 7,663 17.06%
Holding current value
$291,613
Previous $353 Million 16.25%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 27, 2025
SELL
N/A
-1,307 Reduced 17.06%
6,356 $296 Million
Q2 2025

Jul 25, 2025
BUY
N/A
1,292 Added 20.28%
7,663 $353 Million
Q1 2025

Apr 29, 2025
BUY
N/A
6,371 New
6,371 $287 Million

Others Institutions Holding WFHY

# of Institutions
71
Shares Held
3.79M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. HIGH YIELD COR

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