Concurrent Investment Advisors, LLC
Position in QHY — WisdomTree U.S. High Yield Corporate Bond Fund
CIK 2001015
Tampa, FL
All Filings in QHY
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 QHY | $325,200 | 7,141 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 QHY | $314,816 | 6,779 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 QHY | $295,871 | 6,356 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 QHY | $353,264 | 7,663 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 QHY | $287,306 | 6,371 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||