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 | $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 ↓ |
|---|---|---|---|
| Charter Oak Capital Management, LLC | 198,061 | $8,067,000 | 1.10% |
| Opes Wealth Management LLC | 9,125 | $372,000 | 0.15% |
| M Holdings Securities, Inc. | 35,850 | $1,460,000 | 0.15% |
| My Legacy Advisors, LLC | 6,348 | $264,000 | 0.13% |
| GPS Wealth Strategies Group, LLC | 6,151 | $251,000 | 0.06% |
| IFP Advisors, Inc | 21,240 | $1,619,000 | 0.05% |
| Institute for Wealth Management, LLC. | 5,019 | $204,000 | 0.04% |
| SPINNAKER TRUST | 10,810 | $440,000 | 0.03% |
| Capital Advisors, Ltd. LLC | 4,188 | $171,000 | 0.03% |
| CFS Investment Advisory Services, LLC | 4,974 | $203,000 | 0.03% |