WISDOMTREE TR's ticker is RESP and the CUSIP is 97717W596. A total of 37 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $660,194 | +96138.2% | 14,946 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $686 | -1.6% | 14,946 | -7.6% | 0.02% | -9.1% |
| Q1 2023 | $697 | +4.5% | 16,171 | -0.4% | 0.02% | 0.0% |
| Q4 2022 | $667 | -99.9% | 16,235 | -2.7% | 0.02% | -8.3% |
| Q3 2022 | $638,000 | -6.0% | 16,680 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $679,000 | -15.7% | 16,680 | 0.0% | 0.02% | -4.0% |
| Q1 2022 | $805,000 | – | 16,680 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Charter Oak Capital Management, LLC | 136,738 | $6,040,006 | 0.80% |
| Opes Wealth Management LLC | 12,960 | $572,469 | 0.16% |
| My Legacy Advisors, LLC | 8,309 | $366,191 | 0.15% |
| Institute for Wealth Management, LLC. | 5,019 | $221,700 | 0.04% |
| GPS Wealth Strategies Group, LLC | 3,474 | $153,454 | 0.03% |
| Capital Advisors, Ltd. LLC | 4,188 | $185 | 0.03% |
| SPINNAKER TRUST | 8,220 | $363,102 | 0.03% |
| Bouchey Financial Group Ltd | 4,635 | $204,738 | 0.02% |
| RAYMOND JAMES TRUST N.A. | 14,946 | $660,194 | 0.02% |
| GREAT VALLEY ADVISOR GROUP, INC. | 10,153 | $448,000 | 0.02% |