WISDOMTREE TR's ticker is RESP and the CUSIP is 97717W596. A total of 29 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,601,238 | -19.3% | 36,250 | -16.1% | 0.01% | -17.6% |
| Q2 2023 | $1,983,437 | +41.3% | 43,184 | +32.6% | 0.02% | +41.7% |
| Q1 2023 | $1,404,044 | +7.4% | 32,571 | +2.3% | 0.01% | 0.0% |
| Q4 2022 | $1,307,747 | +14.6% | 31,843 | +6.7% | 0.01% | -47.8% |
| Q3 2022 | $1,141,000 | -15.2% | 29,848 | -9.7% | 0.02% | +9.5% |
| Q2 2022 | $1,346,000 | -14.4% | 33,053 | +1.4% | 0.02% | -8.7% |
| Q1 2022 | $1,573,000 | -3.6% | 32,588 | +2.4% | 0.02% | 0.0% |
| Q4 2021 | $1,632,000 | +16.6% | 31,819 | +6.3% | 0.02% | +4.5% |
| Q3 2021 | $1,400,000 | +33.7% | 29,942 | +33.7% | 0.02% | +29.4% |
| Q2 2021 | $1,047,000 | +18.6% | 22,391 | +11.4% | 0.02% | 0.0% |
| Q1 2021 | $883,000 | +25.4% | 20,102 | +16.5% | 0.02% | +21.4% |
| Q4 2020 | $704,000 | – | 17,252 | – | 0.01% | – |
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% |