Opes Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is RESE and the CUSIP is 97717X214. A total of 20 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Opes Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$877,281
+40.9%
32,470
+48.1%
0.24%
+37.3%
Q2 2023$622,815
+16.8%
21,925
+15.3%
0.18%
+2.9%
Q1 2023$533,375
+26.4%
19,010
+22.7%
0.17%
+12.4%
Q4 2022$421,854
+12.2%
15,495
+1.0%
0.15%
+2.0%
Q3 2022$376,000
+3.0%
15,345
+20.0%
0.15%
+2.7%
Q2 2022$365,000
-4.2%
12,790
+9.7%
0.15%
+17.7%
Q1 2022$381,000
+42.2%
11,655
+53.4%
0.12%
+49.4%
Q4 2021$268,0007,6000.08%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
CIBC WORLD MARKET INC. 228,302$7,011,0000.03%
Miracle Mile Advisors, LLC 11,737$360,0000.02%
D.A. DAVIDSON & CO. 27,750$852,0000.02%
Creative Planning 29,022$891,0000.00%
LPL Financial LLC 14,179$435,0000.00%
Citadel Advisors 93,867$2,883,0000.00%
BLAIR WILLIAM & CO/IL 1,716$53,0000.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 48,837$1,500,0000.00%
ROYAL BANK OF CANADA 3,493$107,0000.00%
Steward Partners Investment Advisory, LLC 467$14,0000.00%
View complete list of WISDOMTREE TR shareholders