Concurrent Investment Advisors’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.32M Buy
33,188
+2,243
+7% +$89K 0.03% 528
2025
Q1
$1.14M Buy
+30,945
New +$1.14M 0.03% 506