COURIER CAPITAL LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is RESP and the CUSIP is 97717W596. A total of 31 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
COURIER CAPITAL LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$211,761
-3.8%
4,7940.0%0.02%
+5.9%
Q2 2023$220,188
+6.5%
4,7940.0%0.02%
-26.1%
Q1 2023$206,657
-2.1%
4,794
-13.3%
0.02%
-11.5%
Q3 2022$211,000
-6.2%
5,5310.0%0.03%0.0%
Q2 2022$225,000
-15.7%
5,5310.0%0.03%
-3.7%
Q1 2022$267,000
-6.0%
5,5310.0%0.03%
+3.8%
Q4 2021$284,000
+9.7%
5,5310.0%0.03%
+4.0%
Q3 2021$259,0000.0%5,5310.0%0.02%0.0%
Q2 2021$259,000
+6.6%
5,5310.0%0.02%0.0%
Q1 2021$243,000
+7.5%
5,5310.0%0.02%0.0%
Q4 2020$226,000
+6.6%
5,5310.0%0.02%0.0%
Q3 2020$212,000
+3.4%
5,5310.0%0.02%
+4.2%
Q4 2019$205,000
-1.9%
5,531
-11.2%
0.02%
-7.7%
Q3 2018$209,000
-17.4%
6,231
+74.9%
0.03%
-51.9%
Q4 2015$253,000
+5.0%
3,5630.0%0.05%
+1.9%
Q3 2015$241,000
-8.4%
3,5630.0%0.05%0.0%
Q2 2015$263,000
-0.8%
3,5630.0%0.05%
+1.9%
Q1 2015$265,000
+7.7%
3,563
-15.9%
0.05%
-14.8%
Q2 2013$246,0004,2380.06%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Clearwater Capital Advisors, LLC 14,672$1,174,0000.41%
M Holdings Securities, Inc. 11,950$953,0000.33%
Concert Wealth Management Inc. 4,234$338,0000.08%
Capital Advisors, Ltd. LLC 834$67,0000.03%
IFP Advisors, Inc 4,540$362,0000.02%
SG Americas Securities, LLC 18,330$1,462,0000.01%
WFG Advisors, LP 554$44,0000.01%
Cambridge Investment Research Advisors, Inc. 6,550$522,0000.01%
LADENBURG THALMANN FINANCIAL SERVICES INC. 6,594$526,0000.01%
LPL Financial LLC 5,774$462,0000.00%
View complete list of WISDOMTREE TR shareholders