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Wisdomtree Tr us multifactor shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment Advisors investment in Wisdomtree Tr us multifactor

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr us multifactor 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 us multifactor by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 38k 52.27
2025-06-30 $1.9M 37k 51.26
2025-03-31 $2.1M 43k 49.62
2024-12-31 $283k 5.7k 49.68