KLR INVESTMENT ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 108 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
KLR INVESTMENT ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,434,109
-8.6%
55,675
-2.3%
2.21%
+0.9%
Q2 2023$2,663,056
+9.4%
57,013
+2.4%
2.19%
+2.4%
Q1 2023$2,435,334
-22.9%
55,703
-26.6%
2.14%
-17.6%
Q4 2022$3,157,62975,9412.60%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 1,500,452$68,645,66217.13%
Team Financial Group, LLC 396,637$18,146,16314.99%
Garrett Wealth Advisory Group, LLC 584,405$26,736,64212.17%
KLR INVESTMENT ADVISORS, LLC 55,675$2,434,1092.21%
VISTA INVESTMENT MANAGEMENT 77,133$3,528,8351.85%
Financial Gravity Asset Management, Inc. 3,042,548$124,217,5731.37%
Insight Advisors, LLC/ PA 80,284$3,672,9930.84%
Marietta Wealth Management, LLC 85,346$3,904,5660.78%
Redwood Financial Network Corp 12,396$567,1200.60%
Relative Value Partners Group, LLC 165,828$7,586,6500.51%
View complete list of WISDOMTREE TR shareholders