KLR INVESTMENT ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 1 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
KLR INVESTMENT ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,307,895
-7.6%
65,827
-2.4%
2.10%
+1.9%
Q2 2023$2,499,000
+8.3%
67,413
+2.4%
2.06%
+1.4%
Q1 2023$2,307,895
+14.3%
65,827
+5.7%
2.03%
+22.0%
Q4 2022$2,020,01362,2501.66%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
NameSharesValueWeighting ↓
HALBERT HARGROVE GLOBAL ADVISORS, LLC 6,602,757$246,481,00017.72%
Garrett Wealth Advisory Group, LLC 227,685$8,499,0006.01%
RHS Financial, LLC 135,874$5,072,0004.23%
Ford Financial Group, LLC 222,548$8,307,0003.57%
ACT Advisors, LLC. 35,641$1,405,0001.11%
Truadvice, LLC 72,457$2,866,0000.85%
Innova Wealth Partners 26,246$980,0000.83%
Sunbelt Securities, Inc. 67,493$2,520,0000.50%
RATIONAL ADVISORS LLC 71,793$2,680,0000.50%
MENLO ADVISORS LLC 12,870$480,0000.29%
View complete list of WISDOMTREE TR shareholders