Concurrent Investment Advisors, LLC Wisdomtree Floating Rate Treas Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 326,742 shares of USFR stock, worth $16.5 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

326,742

Previous 311,914 4.75%

Holding current value

$16.5 Million

Previous $15.7 Billion 4.67%

% of portfolio

0.28%

Previous 0.3%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$50.23 - $50.48 $744,810 - $748,517	14,828 Added 4.75%	326,742 $16.4 Billion
Q2 2025 Jul 25, 2025	SELL	$50.28 - $50.47 $640,366 - $642,785	-12,736 Reduced 3.92%	311,914 $15.7 Billion
Q1 2025 Apr 29, 2025	SELL	$50.29 - $50.5 $40,232 - $40,400	-800 Reduced 0.25%	324,650 $16.3 Billion
Q4 2024 Feb 03, 2025	BUY	$50.23 - $50.46 $2.39 Million - $2.4 Million	47,599 Added 17.13%	325,450 $16.4 Billion
Q3 2024 Oct 30, 2024	BUY	$50.2 - $50.48 $4.38 Million - $4.41 Million	87,309 Added 45.82%	277,851 $14 Billion

Q2 2024 Jul 30, 2024	BUY	$50.28 - $50.52 $261,757 - $263,007	5,206 Added 2.81%	190,542 $9.59 Billion
Q1 2024 May 07, 2024	BUY	$50.23 - $50.46 $207,550 - $208,500	4,132 Added 2.28%	185,336 $9.32 Billion
Q4 2023 Apr 15, 2024	BUY	$50.21 - $50.49 $9.1 Million - $9.15 Million	181,204 New	181,204 $9.1 Billion

About WISDOMTREE FLOATING RATE TREAS

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Concurrent Investment Advisors, LLC Wisdomtree Floating Rate Treas Transaction History