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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
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% |