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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $495,655 | -27.3% | 10,792 | -31.8% | 0.04% | -28.6% |
| Q1 2023 | $681,820 | +8.1% | 15,817 | +3.0% | 0.05% | +4.3% |
| Q4 2022 | $630,679 | +8.4% | 15,357 | +0.8% | 0.05% | -2.1% |
| Q3 2022 | $582,000 | +85.9% | 15,228 | +98.4% | 0.05% | +92.0% |
| Q2 2022 | $313,000 | +50.5% | 7,675 | +78.1% | 0.02% | +78.6% |
| Q1 2022 | $208,000 | – | 4,310 | – | 0.01% | – |
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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% |