WisdomTree LargeCap Value Fund shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors investment in WisdomTree LargeCap Value Fund
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Quarterly reported holdings in WisdomTree LargeCap Value Fund by Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.2M | 57k | 91.01 |
| 2025-06-30 | $5.7M | 66k | 86.40 |
| 2025-03-31 | $4.7M | 58k | 82.17 |
| 2024-12-31 | $358k | 4.3k | 83.58 |
| 2024-09-30 | $239k | 3.0k | 80.01 |
| 2024-06-30 | $215k | 2.9k | 72.99 |
| 2024-03-31 | $223k | 2.9k | 75.60 |
| 2023-12-31 | $202k | 2.9k | 68.53 |
More positions owned by Concurrent Investment Advisors
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Top funds holding WisdomTree LargeCap Value Fund
View all funds holding WisdomTree LargeCap Value Fund