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Concurrent Investment Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History

Concurrent Investment Advisors’s Portfolio EPS Stock Details EPS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.41M Sell
37,643
-7,131
-16% -$456K 0.05% 384
2025
Q1 		$2.65M Buy
44,774
+38,190
+580% +$2.26M 0.06% 310
2024
Q4 		$403K Buy
+6,584
New +$403K 0.01% 727