WISDOMTREE TR's ticker is RESP and the CUSIP is 97717W596. A total of 31 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $221,700 | -3.8% | 5,019 | 0.0% | 0.04% | +2.6% |
| Q2 2023 | $230,523 | +6.5% | 5,019 | 0.0% | 0.04% | -4.9% |
| Q1 2023 | $216,357 | +5.0% | 5,019 | 0.0% | 0.04% | -4.7% |
| Q4 2022 | $206,126 | +1.0% | 5,019 | 0.0% | 0.04% | +7.5% |
| Q2 2022 | $204,000 | -15.7% | 5,019 | 0.0% | 0.04% | +2.6% |
| Q1 2022 | $242,000 | -5.8% | 5,019 | 0.0% | 0.04% | -7.1% |
| Q4 2021 | $257,000 | +9.4% | 5,019 | 0.0% | 0.04% | +2.4% |
| Q3 2021 | $235,000 | 0.0% | 5,019 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $235,000 | +6.8% | 5,019 | 0.0% | 0.04% | -2.4% |
| Q1 2021 | $220,000 | +7.3% | 5,019 | 0.0% | 0.04% | +2.4% |
| Q4 2020 | $205,000 | +10.8% | 5,019 | 0.0% | 0.04% | -2.4% |
| Q4 2019 | $185,000 | – | 5,019 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 494,957 | $25,379,000 | 18.66% |
| Charter Oak Capital Management, LLC | 202,372 | $10,377,000 | 1.21% |
| Opes Wealth Management LLC | 8,525 | $437,000 | 0.14% |
| Redhawk Wealth Advisors, Inc. | 9,230 | $473,000 | 0.12% |
| GPS Wealth Strategies Group, LLC | 8,909 | $457,000 | 0.10% |
| CFS Investment Advisory Services, LLC | 7,884 | $359,000 | 0.05% |
| Institute for Wealth Management, LLC. | 5,019 | $257,000 | 0.04% |
| SPINNAKER TRUST | 11,182 | $573,000 | 0.04% |
| Capital Advisors, Ltd. LLC | 4,188 | $215,000 | 0.04% |
| COURIER CAPITAL LLC | 5,531 | $284,000 | 0.03% |