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 | $963,239 | -3.7% | 21,807 | +0.1% | 0.00% | -50.0% |
| Q2 2023 | $1,000,384 | +6.7% | 21,781 | +0.1% | 0.00% | 0.0% |
| Q1 2023 | $937,831 | +5.0% | 21,756 | +0.1% | 0.00% | 0.0% |
| Q4 2022 | $892,928 | +8.2% | 21,733 | +0.7% | 0.00% | 0.0% |
| Q3 2022 | $825,000 | -6.0% | 21,582 | +0.1% | 0.00% | 0.0% |
| Q2 2022 | $878,000 | -15.6% | 21,555 | +0.1% | 0.00% | 0.0% |
| Q1 2022 | $1,040,000 | -5.7% | 21,532 | +0.1% | 0.00% | 0.0% |
| Q4 2021 | $1,103,000 | +9.8% | 21,512 | +0.1% | 0.00% | 0.0% |
| Q3 2021 | $1,005,000 | +0.1% | 21,494 | +0.1% | 0.00% | 0.0% |
| Q2 2021 | $1,004,000 | +6.6% | 21,467 | +0.1% | 0.00% | 0.0% |
| Q1 2021 | $942,000 | +7.8% | 21,449 | +0.1% | 0.00% | 0.0% |
| Q4 2020 | $874,000 | +11.9% | 21,433 | +0.1% | 0.00% | 0.0% |
| Q3 2020 | $781,000 | +16.9% | 21,410 | +7.4% | 0.00% | 0.0% |
| Q2 2020 | $668,000 | +20.4% | 19,937 | -1.5% | 0.00% | 0.0% |
| Q1 2020 | $555,000 | – | 20,244 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Charter Oak Capital Management, LLC | 136,738 | $6,040,006 | 0.80% |
| Opes Wealth Management LLC | 12,960 | $572,469 | 0.16% |
| My Legacy Advisors, LLC | 8,309 | $366,191 | 0.15% |
| Institute for Wealth Management, LLC. | 5,019 | $221,700 | 0.04% |
| GPS Wealth Strategies Group, LLC | 3,474 | $153,454 | 0.03% |
| Capital Advisors, Ltd. LLC | 4,188 | $185 | 0.03% |
| SPINNAKER TRUST | 8,220 | $363,102 | 0.03% |
| Bouchey Financial Group Ltd | 4,635 | $204,738 | 0.02% |
| RAYMOND JAMES TRUST N.A. | 14,946 | $660,194 | 0.02% |
| GREAT VALLEY ADVISOR GROUP, INC. | 10,153 | $448,000 | 0.02% |