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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $8 | +14.3% | 165 | 0.0% | 0.00% | – |
Q3 2023 | $7 | -12.5% | 165 | 0.0% | 0.00% | – |
Q2 2023 | $8 | +14.3% | 165 | 0.0% | 0.00% | – |
Q1 2023 | $7 | 0.0% | 165 | 0.0% | 0.00% | – |
Q4 2022 | $7 | -99.9% | 165 | 0.0% | 0.00% | – |
Q3 2022 | $6,000 | -14.3% | 165 | 0.0% | 0.00% | – |
Q2 2022 | $7,000 | -12.5% | 165 | 0.0% | 0.00% | – |
Q1 2022 | $8,000 | 0.0% | 165 | 0.0% | 0.00% | – |
Q3 2021 | $8,000 | 0.0% | 165 | 0.0% | 0.00% | – |
Q2 2021 | $8,000 | +14.3% | 165 | 0.0% | 0.00% | – |
Q1 2021 | $7,000 | 0.0% | 165 | 0.0% | 0.00% | – |
Q4 2020 | $7,000 | +16.7% | 165 | 0.0% | 0.00% | – |
Q3 2020 | $6,000 | 0.0% | 165 | 0.0% | 0.00% | – |
Q2 2020 | $6,000 | +20.0% | 165 | 0.0% | 0.00% | – |
Q1 2020 | $5,000 | -16.7% | 165 | 0.0% | 0.00% | – |
Q3 2019 | $6,000 | 0.0% | 165 | 0.0% | 0.00% | – |
Q2 2019 | $6,000 | +20.0% | 165 | 0.0% | 0.00% | – |
Q1 2019 | $5,000 | 0.0% | 165 | 0.0% | 0.00% | – |
Q4 2018 | $5,000 | -16.7% | 165 | 0.0% | 0.00% | – |
Q3 2018 | $6,000 | +20.0% | 165 | 0.0% | 0.00% | – |
Q2 2018 | $5,000 | 0.0% | 165 | 0.0% | 0.00% | – |
Q1 2018 | $5,000 | 0.0% | 165 | 0.0% | 0.00% | – |
Q4 2017 | $5,000 | 0.0% | 165 | +200.0% | 0.00% | – |
Q3 2017 | $5,000 | 0.0% | 55 | 0.0% | 0.00% | – |
Q2 2017 | $5,000 | 0.0% | 55 | 0.0% | 0.00% | – |
Q1 2017 | $5,000 | +25.0% | 55 | 0.0% | 0.00% | – |
Q4 2016 | $4,000 | 0.0% | 55 | 0.0% | 0.00% | – |
Q3 2016 | $4,000 | 0.0% | 55 | 0.0% | 0.00% | – |
Q2 2016 | $4,000 | 0.0% | 55 | 0.0% | 0.00% | – |
Q1 2016 | $4,000 | 0.0% | 55 | 0.0% | 0.00% | – |
Q4 2015 | $4,000 | 0.0% | 55 | 0.0% | 0.00% | – |
Q3 2015 | $4,000 | 0.0% | 55 | 0.0% | 0.00% | – |
Q2 2015 | $4,000 | 0.0% | 55 | 0.0% | 0.00% | – |
Q1 2015 | $4,000 | 0.0% | 55 | 0.0% | 0.00% | – |
Q4 2014 | $4,000 | 0.0% | 55 | 0.0% | 0.00% | – |
Q3 2014 | $4,000 | 0.0% | 55 | 0.0% | 0.00% | – |
Q2 2014 | $4,000 | – | 55 | – | 0.00% | – |
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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% |