WISDOMTREE TR's ticker is RESP and the CUSIP is 97717W596. A total of 38 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $153,454 | -3.8% | 3,474 | 0.0% | 0.03% | -3.3% |
| Q2 2023 | $159,561 | +6.4% | 3,474 | -0.1% | 0.03% | -3.2% |
| Q1 2023 | $149,978 | -35.9% | 3,479 | -43.1% | 0.03% | -47.5% |
| Q3 2022 | $234,000 | -6.8% | 6,110 | -0.7% | 0.06% | -7.8% |
| Q2 2022 | $251,000 | -53.5% | 6,151 | -45.0% | 0.06% | -47.5% |
| Q1 2022 | $540,000 | +18.2% | 11,183 | +25.5% | 0.12% | +20.8% |
| Q4 2021 | $457,000 | +9.9% | 8,909 | 0.0% | 0.10% | -1.9% |
| Q3 2021 | $416,000 | +135.0% | 8,909 | +134.9% | 0.10% | +128.9% |
| Q2 2021 | $177,000 | +110.7% | 3,792 | +98.0% | 0.04% | +80.0% |
| Q1 2021 | $84,000 | – | 1,915 | – | 0.02% | – |
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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% |