KLR INVESTMENT ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 1 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.4%.

Quarter-by-quarter ownership
KLR INVESTMENT ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,341,997
-1.6%
39,622
-0.1%
1.22%
+8.5%
Q2 2023$1,364,336
+1.4%
39,649
-0.2%
1.12%
-5.1%
Q1 2023$1,345,621
+316.4%
39,729
+276.3%
1.18%
+344.7%
Q4 2022$323,19010,5580.27%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
NameSharesValueWeighting ↓
Coulter & Justus Financial Services, LLC 190,224$5,005,0003.89%
One Capital Management, LLC 1,695,744$44,615,0002.63%
CGN Advisors LLC 320,389$8,429,0002.11%
STRINGER ASSET MANAGEMENT, LLC 39,563$1,042,0001.62%
Cornerstone Wealth Management, LLC 491,964$12,944,0001.44%
JOURNEY STRATEGIC WEALTH LLC 238,013$6,262,0000.84%
Kathmere Capital Management, LLC 152,444$4,011,0000.80%
Empirical Asset Management, LLC 20,097$529,0000.58%
Revolve Wealth Partners, LLC 47,872$1,260,0000.42%
Mendel Money Management 15,787$415,0000.26%
View complete list of WISDOMTREE TR shareholders