KLR INVESTMENT ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 195 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
KLR INVESTMENT ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,688,826
-0.5%
27,713
-2.9%
1.54%
+9.9%
Q2 2023$1,697,059
-1.0%
28,541
+1.5%
1.40%
-7.2%
Q1 2023$1,713,568
+9.3%
28,119
+4.0%
1.51%
+16.7%
Q4 2022$1,567,22927,0401.29%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
Efficient Advisors, LLC 828,194$49,079,00010.45%
3D ASSET MANAGEMENT, INC 266,889$15,816,0004.78%
Detwiler Fenton Investment Management LLC 65,783$3,898,0004.10%
JFS WEALTH ADVISORS, LLC 79,579$4,716,0002.21%
Carlson Capital Management 95,706$5,672,0002.18%
Gupta Wealth Management LLC 115,860$6,866,0002.02%
EisnerAmper Wealth Management Corporate Benefits, LLC 44,617$2,644,0002.00%
Evanson Asset Management, LLC 89,611$5,310,0001.90%
Mosaic Financial Partners, Inc. 44,321$2,626,0001.80%
SMITH, MOORE & CO. 53,766$3,186,0001.68%
View complete list of WISDOMTREE TR shareholders