KLR INVESTMENT ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 48 filers reported holding WISDOMTREE TR in Q4 2022. 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$1,759,965
-5.6%
46,870
-2.5%
1.60%
+4.2%
Q2 2023$1,864,271
+5.8%
48,081
+2.5%
1.54%
-0.9%
Q1 2023$1,761,993
+4.9%
46,924
+5.0%
1.55%
+12.0%
Q4 2022$1,680,37944,6911.38%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 1,151,817$44,298,89911.05%
Team Financial Group, LLC 305,890$11,764,5139.72%
KLR INVESTMENT ADVISORS, LLC 46,870$1,759,9651.60%
GREAT VALLEY ADVISOR GROUP, INC. 792,537$30,480,9901.26%
Insight Advisors, LLC/ PA 72,747$2,797,8500.64%
My Legacy Advisors, LLC 33,276$1,272,1220.52%
CABOT WEALTH MANAGEMENT INC 83,475$3,2100.49%
Financial Enhancement Group LLC 58,924$2,294,6960.44%
Truadvice, LLC 24,667$962,9810.38%
Patriot Financial Group Insurance Agency, LLC 22,748$874,8780.18%
View complete list of WISDOMTREE TR shareholders