WISDOMTREE TR's ticker is RESP and the CUSIP is 97717W596. A total of 37 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,040,560 | -23.6% | 23,557 | -20.5% | 0.00% | 0.0% |
| Q2 2023 | $1,361,273 | +6.5% | 29,638 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $1,277,620 | -11.9% | 29,638 | -16.1% | 0.00% | -33.3% |
| Q4 2022 | $1,450,643 | +6.4% | 35,322 | -1.0% | 0.00% | 0.0% |
| Q3 2022 | $1,363,000 | -5.7% | 35,663 | +0.4% | 0.00% | 0.0% |
| Q2 2022 | $1,446,000 | -15.4% | 35,504 | +0.3% | 0.00% | 0.0% |
| Q1 2022 | $1,709,000 | -5.2% | 35,408 | +0.8% | 0.00% | 0.0% |
| Q4 2021 | $1,802,000 | +530.1% | 35,139 | +475.0% | 0.00% | +200.0% |
| Q3 2021 | $286,000 | +10.9% | 6,111 | +10.6% | 0.00% | 0.0% |
| Q2 2021 | $258,000 | +4.0% | 5,523 | -2.1% | 0.00% | 0.0% |
| Q1 2021 | $248,000 | – | 5,639 | – | 0.00% | – |
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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% |