WISDOMTREE TR's ticker is RESP and the CUSIP is 97717W596. A total of 31 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $572,469 | -3.0% | 12,960 | +0.8% | 0.16% | -4.8% |
| Q2 2023 | $590,430 | +7.7% | 12,855 | +1.1% | 0.17% | -5.6% |
| Q1 2023 | $548,327 | +44.7% | 12,720 | +37.9% | 0.18% | +28.3% |
| Q4 2022 | $378,862 | +7.3% | 9,225 | 0.0% | 0.14% | -2.1% |
| Q3 2022 | $353,000 | -5.1% | 9,225 | +1.1% | 0.14% | -5.4% |
| Q2 2022 | $372,000 | -13.9% | 9,125 | +2.0% | 0.15% | +5.7% |
| Q1 2022 | $432,000 | -1.1% | 8,950 | +5.0% | 0.14% | +3.7% |
| Q4 2021 | $437,000 | +23.4% | 8,525 | +12.5% | 0.14% | +8.8% |
| Q3 2021 | $354,000 | – | 7,580 | – | 0.12% | – |
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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% |