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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

Jan 2024Mar 2024May 2024Jul 2024Sep 2024Nov 2024Jan 2025200k250k300k350k300035004000
Value ($)Share countHistorical WTV position of Concurrent Investment Advisors Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Value Fund 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 LargeCap Value Fund by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
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

Apple Call Option (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation Call Option (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Qqq Tr Unit Ser 1 Call Option (QQQ)
Amazon Call Option (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Dutch Bros Cl A (BROS)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Pimco Etf Tr Active Bd Etf (BOND)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

View all positions for Concurrent Investment Advisors

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Raymond James Financial
Horizon Wealth Management
Personal Resources Investment & Strategic Management
Raymond James Financial Services Advisors
Legacy Financial Advisors
Anderson Financial Strategies
Morgan Stanley
Lido Advisors
Kestra Advisory Services
Jpmorgan Chase & Co
Team Financial Group
Solano Wealth Investment Advisors
Flagship Harbor Advisors
CWM

View all funds holding WisdomTree LargeCap Value Fund