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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,742 | -63.8% | 130 | -50.0% | 0.00% | – |
Q2 2023 | $15,865 | +60.3% | 260 | +100.0% | 0.00% | – |
Q1 2023 | $9,894 | +566.7% | 130 | -99.3% | 0.00% | -100.0% |
Q4 2022 | $1,484 | -99.9% | 19,465 | -8.4% | 0.04% | -4.8% |
Q3 2022 | $1,619,000 | 0.0% | 21,240 | 0.0% | 0.04% | -17.6% |
Q2 2022 | $1,619,000 | -0.6% | 21,240 | -0.6% | 0.05% | +155.0% |
Q1 2022 | $1,629,000 | +23171.4% | 21,370 | +16338.5% | 0.02% | – |
Q4 2021 | $7,000 | +16.7% | 130 | 0.0% | 0.00% | – |
Q3 2021 | $6,000 | 0.0% | 130 | 0.0% | 0.00% | – |
Q2 2021 | $6,000 | 0.0% | 130 | 0.0% | 0.00% | – |
Q1 2021 | $6,000 | +20.0% | 130 | 0.0% | 0.00% | – |
Q4 2020 | $5,000 | 0.0% | 130 | 0.0% | 0.00% | – |
Q3 2020 | $5,000 | +25.0% | 130 | 0.0% | 0.00% | – |
Q2 2020 | $4,000 | 0.0% | 130 | 0.0% | 0.00% | – |
Q1 2020 | $4,000 | -20.0% | 130 | 0.0% | 0.00% | – |
Q4 2019 | $5,000 | +25.0% | 130 | 0.0% | 0.00% | – |
Q3 2019 | $4,000 | -33.3% | 130 | -37.2% | 0.00% | – |
Q4 2018 | $6,000 | -14.3% | 207 | 0.0% | 0.00% | – |
Q3 2018 | $7,000 | -22.2% | 207 | -25.0% | 0.00% | – |
Q2 2018 | $9,000 | 0.0% | 276 | 0.0% | 0.00% | – |
Q1 2018 | $9,000 | 0.0% | 276 | 0.0% | 0.00% | – |
Q4 2017 | $9,000 | -30.8% | 276 | +84.0% | 0.00% | -100.0% |
Q2 2017 | $13,000 | -96.5% | 150 | -96.6% | 0.00% | -93.8% |
Q1 2017 | $367,000 | +1.4% | 4,390 | -3.3% | 0.02% | -5.9% |
Q4 2016 | $362,000 | -4.7% | 4,540 | -10.5% | 0.02% | -15.0% |
Q3 2016 | $380,000 | +3.8% | 5,070 | -1.6% | 0.02% | 0.0% |
Q2 2016 | $366,000 | +2.5% | 5,150 | +2.5% | 0.02% | -16.7% |
Q4 2015 | $357,000 | – | 5,025 | – | 0.02% | – |
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% |