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

Concurrent Investment Advisors’s Portfolio EPS Stock Details EPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.41M	Sell
2025 Q1	$2.65M	Buy
2024 Q4	$403K	Buy