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Wisdomtree Tr itl hdg div gt shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Wisdomtree Tr itl hdg div gt (IHDG) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Wisdomtree Tr itl hdg div gt

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr itl hdg div gt held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr itl hdg div gt by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.6M 165k 46.08
2025-06-30 $7.4M 163k 45.05
2025-03-31 $8.8M 203k 43.40

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Top funds holding Wisdomtree Tr itl hdg div gt

LPL Financial
Morgan Stanley
Raymond James Financial
Creative Planning
UBS Group
Stifel Financial
Falcon Wealth Planning
Envestnet Asset Management
Ameriprise Financial
Trilogy Capital
Northwestern Mutual Wealth Management Company
Eagle Strategies
Advisor Group Holdings
Hunter Associates
Royal Bank of Canada

View all funds holding Wisdomtree Tr itl hdg div gt