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 Q1 2023. 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 Q1 2023
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 475,635$17,085,0004.99%
Joseph Group Capital Management 30,799$1,107,0001.21%
Venturi Wealth Management, LLC 241,547$8,683,0000.83%
Collaborative Wealth Managment Inc. 20,468$736,0000.52%
Linscomb & Williams, Inc. 196,108$7,050,0000.43%
CERTUITY, LLC 50,422$1,813,0000.42%
LVM CAPITAL MANAGEMENT LTD/MI 64,426$2,316,0000.35%
XML Financial, LLC 58,891$2,117,0000.29%
Truadvice, LLC 10,937$448,0000.25%
My Legacy Advisors, LLC 12,073$450,0000.23%
View complete list of WISDOMTREE TR shareholders