KLR INVESTMENT ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 50 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
KLR INVESTMENT ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,040,567
-1.9%
23,258
-3.2%
0.95%
+8.4%
Q2 2023$1,060,457
-0.6%
24,018
+0.7%
0.87%
-6.9%
Q1 2023$1,067,098
+11.7%
23,851
+9.7%
0.94%
+19.3%
Q4 2022$955,19821,7440.79%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
INVENIO WEALTH PARTNERS LLC 113,325$4,894,5074.46%
Collaborative Wealth Managment Inc. 130,146$5,621,0263.35%
Millington Financial Advisors, LLC 25,631$1,107,0050.99%
KLR INVESTMENT ADVISORS, LLC 23,258$1,040,5670.95%
Truadvice, LLC 33,477$1,449,2260.57%
CWM, LLC 1,866,240$80,6030.49%
Oxinas Partners Wealth Management LLC 12,680$547,6490.41%
Melone Private Wealth, LLC 13,123$566,7910.40%
My Legacy Advisors, LLC 19,108$806,9030.33%
Team Financial Group, LLC 7,425$320,7020.26%
View complete list of WISDOMTREE TR shareholders