KLR INVESTMENT ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 166 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
KLR INVESTMENT ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,354,637
-3.9%
22,357
-1.5%
1.23%
+6.1%
Q2 2023$1,409,035
-1.1%
22,693
-3.5%
1.16%
-7.3%
Q1 2023$1,424,497
+3.5%
23,510
+3.6%
1.25%
+10.5%
Q4 2022$1,376,14622,6901.13%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
626 Financial, LLC 314,548$18,926,33212.80%
Pinnacle Financial Group, LLC / IL 308,137$18,540,59411.03%
Vertex Planning Partners, LLC 338,573$20,371,9327.01%
Melone Private Wealth, LLC 114,754$6,904,7344.94%
FFG RETIREMENT ADVISORS LLC 96,567$5,810,4364.82%
Avant Capital LLC 29,271$1,761,2562.01%
KLR INVESTMENT ADVISORS, LLC 22,357$1,354,6371.23%
Capital Advisory Group Advisory Services, LLC 34,282$2,062,7481.17%
Connecticut Wealth Management, LLC 282,675$17,008,5551.16%
MGO Private Wealth, LLC 21,831$1,313,5870.98%
View complete list of WISDOMTREE TR shareholders