WISDOMTREE TR's ticker is RESP and the CUSIP is 97717W596. A total of 38 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,647 | +6.6% | 35,850 | 0.0% | 0.34% | +112.5% |
| Q1 2023 | $1,545 | +5.0% | 35,850 | 0.0% | 0.16% | +3.2% |
| Q4 2022 | $1,472 | -99.9% | 35,850 | 0.0% | 0.16% | +2.0% |
| Q3 2022 | $1,371,000 | -6.1% | 35,850 | 0.0% | 0.15% | +2.7% |
| Q2 2022 | $1,460,000 | -15.7% | 35,850 | 0.0% | 0.15% | +13.0% |
| Q1 2022 | $1,731,000 | +3.2% | 35,850 | 0.0% | 0.13% | -20.1% |
| Q2 2021 | $1,677,000 | +6.5% | 35,850 | 0.0% | 0.16% | +14.7% |
| Q1 2021 | $1,575,000 | +7.7% | 35,850 | 0.0% | 0.14% | -23.5% |
| Q4 2020 | $1,462,000 | +11.9% | 35,850 | 0.0% | 0.19% | -10.1% |
| Q3 2020 | $1,307,000 | +8.7% | 35,850 | 0.0% | 0.21% | -3.3% |
| Q2 2020 | $1,202,000 | +22.3% | 35,850 | 0.0% | 0.22% | +48.3% |
| Q1 2020 | $983,000 | -25.8% | 35,850 | 0.0% | 0.14% | -62.5% |
| Q4 2019 | $1,324,000 | +9.0% | 35,850 | 0.0% | 0.39% | +3.8% |
| Q3 2019 | $1,215,000 | +1.6% | 35,850 | 0.0% | 0.37% | -7.9% |
| Q2 2019 | $1,196,000 | +3.3% | 35,850 | 0.0% | 0.40% | +51.1% |
| Q1 2019 | $1,158,000 | +13.5% | 35,850 | 0.0% | 0.27% | -15.2% |
| Q4 2018 | $1,020,000 | -15.1% | 35,850 | 0.0% | 0.32% | +0.3% |
| Q3 2018 | $1,201,000 | +5.9% | 35,850 | 0.0% | 0.32% | +1.0% |
| Q2 2018 | $1,134,000 | +1.6% | 35,850 | 0.0% | 0.31% | -8.5% |
| Q1 2018 | $1,116,000 | -17.2% | 35,850 | -50.0% | 0.34% | +68.0% |
| Q4 2017 | $1,348,000 | +26.1% | 71,700 | +500.0% | 0.20% | -39.8% |
| Q3 2017 | $1,069,000 | +4.6% | 11,950 | 0.0% | 0.34% | -3.4% |
| Q2 2017 | $1,022,000 | +2.3% | 11,950 | 0.0% | 0.35% | -9.4% |
| Q1 2017 | $999,000 | +4.8% | 11,950 | 0.0% | 0.38% | +16.7% |
| Q4 2016 | $953,000 | +6.4% | 11,950 | 0.0% | 0.33% | -19.1% |
| Q3 2016 | $896,000 | +5.5% | 11,950 | 0.0% | 0.41% | -6.2% |
| Q2 2016 | $849,000 | -0.6% | 11,950 | 0.0% | 0.44% | -16.8% |
| Q1 2016 | $854,000 | +0.5% | 11,950 | 0.0% | 0.52% | -8.1% |
| Q4 2015 | $850,000 | +5.3% | 11,950 | 0.0% | 0.57% | -0.9% |
| Q3 2015 | $807,000 | -8.4% | 11,950 | 0.0% | 0.57% | -2.5% |
| Q2 2015 | $881,000 | -1.0% | 11,950 | 0.0% | 0.59% | +1.4% |
| Q1 2015 | $890,000 | +0.1% | 11,950 | 0.0% | 0.58% | +0.7% |
| Q4 2014 | $889,000 | +3.1% | 11,950 | -1.9% | 0.58% | +20.0% |
| Q3 2014 | $862,000 | -19.5% | 12,177 | -19.7% | 0.48% | -29.7% |
| Q2 2014 | $1,071,000 | +5.7% | 15,162 | 0.0% | 0.68% | -5.3% |
| Q4 2013 | $1,013,000 | – | 15,162 | – | 0.72% | – |
Download | ||||||
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% |