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 | $43,068 | -3.8% | 975 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $44,782 | +6.5% | 975 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $42,030 | +5.0% | 975 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $40,042 | +8.2% | 975 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $37,000 | -39.3% | 975 | -35.0% | 0.00% | 0.0% |
| Q2 2022 | $61,000 | -15.3% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $72,000 | -6.5% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $77,000 | +10.0% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $70,000 | 0.0% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $70,000 | -100.0% | 1,500 | -72.7% | 0.00% | -50.0% |
| Q1 2021 | $241,384,000 | +395611.5% | 5,496 | +266.4% | 0.00% | +100.0% |
| Q4 2020 | $61,000 | +10.9% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $55,000 | +10.0% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $50,000 | +22.0% | 1,500 | 0.0% | 0.00% | -50.0% |
| Q1 2020 | $41,000 | -29.3% | 1,500 | -5.7% | 0.00% | 0.0% |
| Q4 2019 | $58,000 | +9.4% | 1,590 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $53,000 | – | 1,590 | – | 0.00% | – |
Download | ||||||
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% |