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 ↓
Trilogy Capital Inc. 1,978,713$69,096,6764.40%
SPC Financial, Inc. 921,802$31,719,2203.43%
One Capital Management, LLC 2,149,279$73,956,6903.34%
CGN Advisors LLC 613,497$21,110,4493.03%
Hennion & Walsh Asset Management, Inc. 1,235,184$42,5032.52%
Cornerstone Wealth Management, LLC 494,520$17,016,4451.52%
KLR INVESTMENT ADVISORS, LLC 39,649$1,364,3361.12%
INVENIO WEALTH PARTNERS LLC 22,629$778,6640.88%
JOURNEY STRATEGIC WEALTH LLC 463,339$15,943,4810.72%
Kathmere Capital Management, LLC 129,347$4,450,8300.69%
View complete list of WISDOMTREE TR shareholders