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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $384,000 | -18.8% | 7,953 | -13.8% | 0.10% | -15.7% |
| Q4 2021 | $473,000 | +27.5% | 9,230 | +16.3% | 0.12% | +17.5% |
| Q3 2021 | $371,000 | -2.1% | 7,936 | -2.0% | 0.10% | +21.2% |
| Q2 2021 | $379,000 | +28.0% | 8,096 | +19.9% | 0.08% | +16.4% |
| Q1 2021 | $296,000 | +7.6% | 6,751 | +0.3% | 0.07% | +4.3% |
| Q4 2020 | $275,000 | +4.2% | 6,731 | -7.0% | 0.07% | -7.9% |
| Q3 2020 | $264,000 | +19.5% | 7,236 | +9.9% | 0.08% | -1.3% |
| Q2 2020 | $221,000 | -36.1% | 6,585 | -29.8% | 0.08% | -40.8% |
| Q4 2019 | $346,000 | +19.3% | 9,380 | +9.7% | 0.13% | +4.8% |
| Q3 2019 | $290,000 | -16.4% | 8,550 | -17.9% | 0.12% | -10.1% |
| Q2 2019 | $347,000 | +14.5% | 10,410 | +11.0% | 0.14% | -13.8% |
| Q1 2019 | $303,000 | +43.6% | 9,375 | +38.4% | 0.16% | +26.0% |
| Q4 2018 | $211,000 | – | 6,775 | – | 0.13% | – |
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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% |