KLR INVESTMENT ADVISORS, LLC - WISDOMTREE TR ownership

Quarter-by-quarter ownership
KLR INVESTMENT ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,095,353
-7.3%
32,640
-3.3%
1.00%
+2.3%
Q2 2023$1,181,141
+7.8%
33,760
+3.4%
0.97%
+1.0%
Q1 2023$1,095,353
+13.2%
32,640
+6.4%
0.96%
+21.0%
Q4 2022$967,31730,6740.80%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
NameSharesValueWeighting ↓
O'Dell Group, LLC 120,926$4,232,0002.22%
Cambria Investment Management, L.P. 137,198$4,801,0001.78%
Efficient Advisors, LLC 268,740$9,406,0001.74%
IAG Wealth Partners, LLC 25,085$878,0000.43%
MKD WEALTH COACHES, LLC 8,535$299,0000.38%
Perigon Wealth Management, LLC 31,192$1,092,0000.17%
CX Institutional 23,065$807,0000.11%
Cedar Brook Financial Partners, LLC 5,727$200,0000.09%
Faithward Advisors, LLC 7,202$252,0000.06%
CreativeOne Wealth, LLC 10,385$363,0000.06%
View complete list of WISDOMTREE TR shareholders