WISDOMTREE TR's ticker is RESP and the CUSIP is 97717W596. A total of 36 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| 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% |