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

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 6,635 shares of DON stock, worth $343,427. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,635
Previous 5,324 24.62%
Holding current value
$343,427
Previous $272 Million 24.24%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$50.53 - $55.55 $66,244 - $72,826
1,311 Added 24.62%
6,635 $338 Million
Q3 2024

Oct 30, 2024
BUY
$46.17 - $51.13 $24,331 - $26,945
527 Added 10.99%
5,324 $272 Million
Q2 2024

Jul 30, 2024
BUY
$45.6 - $48.78 $218,743 - $233,997
4,797 New
4,797 $224 Million

Others Institutions Holding DON

# of Institutions
478
Shares Held
43.7M
Call Options Held
500
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

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