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 2022 | $66,327 | +7.0% | 1,615 | 0.0% | 0.01% | -16.7% |
| Q3 2022 | $62,000 | -6.1% | 1,615 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $66,000 | -15.4% | 1,615 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $78,000 | -6.0% | 1,615 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $83,000 | +10.7% | 1,615 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $75,000 | -1.3% | 1,615 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $76,000 | +7.0% | 1,615 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $71,000 | -48.2% | 1,615 | -50.0% | 0.01% | 0.0% |
| Q4 2020 | $137,000 | – | 3,230 | – | 0.01% | – |
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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% |