WISDOMTREE TR's ticker is RESP and the CUSIP is 97717W596. A total of 37 filers reported holding WISDOMTREE TR in Q3 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% | – |
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% |