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 | $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 ↓ |
|---|---|---|---|
| Clearwater Capital Advisors, LLC | 14,672 | $1,174,000 | 0.41% |
| M Holdings Securities, Inc. | 11,950 | $953,000 | 0.33% |
| Concert Wealth Management Inc. | 4,234 | $338,000 | 0.08% |
| Capital Advisors, Ltd. LLC | 834 | $67,000 | 0.03% |
| IFP Advisors, Inc | 4,540 | $362,000 | 0.02% |
| SG Americas Securities, LLC | 18,330 | $1,462,000 | 0.01% |
| WFG Advisors, LP | 554 | $44,000 | 0.01% |
| Cambridge Investment Research Advisors, Inc. | 6,550 | $522,000 | 0.01% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 6,594 | $526,000 | 0.01% |
| LPL Financial LLC | 5,774 | $462,000 | 0.00% |