KLR INVESTMENT ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 241 filers reported holding WISDOMTREE TR in Q1 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$1,706,102
-3.1%
61,282
-2.7%
1.55%
+6.9%
Q2 2023$1,761,007
+3.2%
63,006
+2.8%
1.45%
-3.4%
Q1 2023$1,707,104
+8.6%
61,318
+4.1%
1.50%
+16.0%
Q4 2022$1,571,51658,9021.29%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 1,934,654$76,748,00019.17%
ESL Trust Services, LLC 670,530$26,600,0009.77%
MFA WEALTH ADVISORS, LLC 216,579$8,591,0007.65%
WADDELL & ASSOCIATES, LLC 682,297$27,067,0006.19%
CLIENT 1ST ADVISORY GROUP, LLC 222,508$9,279,0006.02%
Legacy Capital Wealth Partners, LLC 346,779$13,757,0005.89%
DeGreen Capital Management LLC 370,517$14,698,0005.74%
VIVID FINANCIAL MANAGEMENT, INC. 286,499$11,365,0005.48%
Coyle Financial Counsel LLC 181,821$7,213,0005.29%
TOMPKINS FINANCIAL CORP 703,724$27,909,0005.02%
View complete list of WISDOMTREE TR shareholders