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Wisdomtree Tr cmn shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment Advisors investment in Wisdomtree Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr cmn 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 cmn by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 54k 37.94
2025-06-30 $2.1M 62k 34.48
2025-03-31 $1.7M 54k 30.87

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View all positions for Concurrent Investment Advisors

Top funds holding Wisdomtree Tr cmn

Resources Investment Advisors
Morgan Stanley
ValMark Advisers
LPL Financial
State of Wisconsin Investment Board
Clal Insurance Enterprises Holdings
Wells Fargo & Company
UBS Group
Meitav Dash Investments
ESL Trust Services
Advisor Group Holdings
Charles Schwab Investment Management
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Elwood & Goetz Wealth Advisory Group
Warren Street Wealth Advisors

View all funds holding Wisdomtree Tr cmn