KLR INVESTMENT ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 6 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

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 2023
NameSharesValueWeighting ↓
Financial Planning & Information Services, Inc. 909,035$25,762,00010.81%
INSPIRION WEALTH ADVISORS, LLC 648,063$18,366,0007.21%
SVA Wealth Management, LLC 2,062,295$58,445,0006.24%
Linscomb Wealth, Inc. 2,377,334$67,374,0004.93%
Private Wealth Strategies, L.L.C. 360,619$10,220,0004.53%
IAG Wealth Partners, LLC 303,526$8,602,0004.17%
Financial Insights, Inc. 109,536$4,325,0003.84%
Paracle Advisors, LLC 518,773$14,702,0003.43%
CAPITAL WEALTH MANAGEMENT, LLC 79,809$2,262,0002.41%
EisnerAmper Wealth Management Corporate Benefits, LLC 115,732$3,280,0002.24%
View complete list of WISDOMTREE TR shareholders