KLR INVESTMENT ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 359 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 2.32 and the average weighting 0.3%.

Quarter-by-quarter ownership
KLR INVESTMENT ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$490,485
-4.5%
11,969
-2.0%
0.45%
+5.4%
Q2 2023$513,751
+4.4%
12,218
+1.8%
0.42%
-2.3%
Q1 2023$492,001
+3.0%
12,006
+3.4%
0.43%
+10.2%
Q4 2022$477,60211,6090.39%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
Noven Financial Group, Inc. 208,021$18,618,00012.53%
NewFocus Financial Group, LLC 106,024$9,489,0007.01%
TMD & ASSOCIATES, INC 82,365$7,372,0006.52%
Linscomb Wealth, Inc. 683,101$61,138,0006.16%
Live Your Vision, LLC 97,483$8,725,0003.98%
INSPIRION WEALTH ADVISORS, LLC 62,439$5,588,0003.65%
Cardan Capital Partners, LLC 149,076$13,342,0003.28%
New England Investment & Retirement Group, Inc. 61,567$5,510,0003.26%
Jacobus Wealth Management, Inc. 115,848$10,368,0003.16%
EisnerAmper Wealth Management Corporate Benefits, LLC 36,620$3,278,0003.00%
View complete list of WISDOMTREE TR shareholders