IFP Advisors, Inc - WISDOMTREE TR ownership

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
IFP Advisors, Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
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$1,619,0000.0%21,2400.0%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%
1300.0%0.00%
Q3 2021$6,0000.0%1300.0%0.00%
Q2 2021$6,0000.0%1300.0%0.00%
Q1 2021$6,000
+20.0%
1300.0%0.00%
Q4 2020$5,0000.0%1300.0%0.00%
Q3 2020$5,000
+25.0%
1300.0%0.00%
Q2 2020$4,0000.0%1300.0%0.00%
Q1 2020$4,000
-20.0%
1300.0%0.00%
Q4 2019$5,000
+25.0%
1300.0%0.00%
Q3 2019$4,000
-33.3%
130
-37.2%
0.00%
Q4 2018$6,000
-14.3%
2070.0%0.00%
Q3 2018$7,000
-22.2%
207
-25.0%
0.00%
Q2 2018$9,0000.0%2760.0%0.00%
Q1 2018$9,0000.0%2760.0%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$357,0005,0250.02%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
Choice Wealth Advisors, LLC 494,957$25,379,00018.66%
Charter Oak Capital Management, LLC 202,372$10,377,0001.21%
Opes Wealth Management LLC 8,525$437,0000.14%
Redhawk Wealth Advisors, Inc. 9,230$473,0000.12%
GPS Wealth Strategies Group, LLC 8,909$457,0000.10%
CFS Investment Advisory Services, LLC 7,884$359,0000.05%
Institute for Wealth Management, LLC. 5,019$257,0000.04%
SPINNAKER TRUST 11,182$573,0000.04%
Capital Advisors, Ltd. LLC 4,188$215,0000.04%
COURIER CAPITAL LLC 5,531$284,0000.03%
View complete list of WISDOMTREE TR shareholders