KLR INVESTMENT ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 82 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
KLR INVESTMENT ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,429,804
-5.2%
34,393
-3.3%
1.30%
+4.6%
Q2 2023$1,508,468
+5.4%
35,552
+3.3%
1.24%
-1.3%
Q1 2023$1,430,802
+7.9%
34,417
+4.4%
1.26%
+15.3%
Q4 2022$1,325,75432,9711.09%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 495,994$20,618,2865.22%
KLR INVESTMENT ADVISORS, LLC 34,417$1,430,8021.26%
Joseph Group Capital Management 28,478$1,183,8301.04%
Collaborative Wealth Managment Inc. 28,151$1,170,2370.74%
LVM CAPITAL MANAGEMENT LTD/MI 86,696$3,6040.50%
Linscomb Wealth, Inc. 187,001$7,773,6300.41%
XML Financial, LLC 67,654$2,812,3770.34%
CERTUITY, LLC 47,611$1,979,1870.29%
Avant Capital LLC 5,261$218,7130.25%
Truadvice, LLC 10,814$438,5080.17%
View complete list of WISDOMTREE TR shareholders