Concurrent Investment Advisors, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 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 56,789 shares of WTV stock, worth $5.14 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

56,789

Previous 66,046 14.02%

Holding current value

$5.14 Million

Previous $5.71 Billion 9.43%

% of portfolio

0.09%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$85.93 - $92.12 $795,454 - $852,754	-9,257 Reduced 14.02%	56,789 $5.17 Billion
Q2 2025 Jul 25, 2025	BUY	$72.32 - $86.4 $599,532 - $716,256	8,290 Added 14.35%	66,046 $5.71 Billion
Q1 2025 Apr 29, 2025	BUY	$79.96 - $87.71 $4.28 Million - $4.69 Million	53,469 Added 1247.24%	57,756 $4.75 Billion
Q4 2024 Feb 03, 2025	BUY	$79.95 - $89.42 $104,094 - $116,424	1,302 Added 43.62%	4,287 $358 Million
Q3 2024 Oct 30, 2024	BUY	$71.31 - $80.0 $2,638 - $2,960	37 Added 1.26%	2,985 $239 Million

Q4 2023 Apr 15, 2024	BUY	$58.23 - $69.0 $171,662 - $203,412	2,948 New	2,948 $202 Million

Others Institutions Holding WTV

# of Institutions

191

Shares Held

17.7M

Call Options Held

Put Options Held

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About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
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Concurrent Investment Advisors, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History