KLR INVESTMENT ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 2 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

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 2023
NameSharesValueWeighting ↓
Coulter & Justus Financial Services, LLC 98,237$7,235,0005.68%
3D/L Capital Management, LLC 302,562$22,284,0005.21%
JD Financial Services Inc. 80,334$5,917,0004.88%
Shakespeare Wealth Management, LLC 157,329$11,587,0004.14%
Tacita Capital Inc 91,305$6,725,0003.83%
Great Point Wealth Advisors, LLC 135,170$9,955,0003.05%
Savant Capital, LLC 1,233,624$90,856,0002.94%
Efficient Advisors, LLC 547,370$40,314,0002.86%
Kathleen S. Wright Associates Inc. 40,381$2,974,0002.19%
Neumann Capital Management, LLC 58,499$4,309,0001.76%
View complete list of WISDOMTREE TR shareholders