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Wisdomtree Tr shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Wisdomtree Tr (QGRW) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr 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 by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.1M 103k 58.68
2025-09-30 $5.9M 103k 57.36
2025-06-30 $6.5M 124k 52.55
2025-03-31 $6.0M 136k 43.90