Concurrent Investment Advisors, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 2001015
Tampa, FL
All Filings in AGGY
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,551,366 | 35,680 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,072,608 | 47,701 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,766,536 | 40,103 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,936,856 | 43,751 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,203,664 | 50,508 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,759,957 | 40,524 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||