Concurrent Investment Advisors, LLC
Position in MTGP — WisdomTree Mortgage Plus Bond Fund
CIK 2001015
Tampa, FL
All Filings in MTGP
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 MTGP | $1,281,106 | 28,983 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 MTGP | $1,154,115 | 25,909 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 MTGP | $1,145,509 | 25,710 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 MTGP | $1,413,659 | 31,832 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 MTGP | $1,100,095 | 25,102 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||