Opes Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is RESE and the CUSIP is 97717X214. A total of 19 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
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 Q1 2023
NameSharesValueWeighting ↓
SHINE INVESTMENT ADVISORY SERVICES INC 12,807$397,0000.20%
Well Done, LLC 16,265$503,0000.15%
Cambridge Investment Research Advisors, Inc. 322,599$9,994,0000.11%
Acorn Wealth Advisors, LLC 599$18,0000.02%
D.A. DAVIDSON & CO. 18,300$567,0000.01%
CWM, LLC 10,087$312,0000.01%
JANE STREET GROUP, LLC 87,072$2,697,0000.01%
Perennial Advisors, LLC 150$5,0000.00%
SIGNET FINANCIAL MANAGEMENT, LLC 450$14,0000.00%
LPL Financial LLC 18,989$588,0000.00%
View complete list of WISDOMTREE TR shareholders