WISDOMTREE TR's ticker is RESP and the CUSIP is 97717W596. A total of 38 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,040,006 | -6.1% | 136,738 | -2.4% | 0.80% | -4.5% |
| Q2 2023 | $6,434,498 | +1.7% | 140,094 | -4.5% | 0.84% | -4.6% |
| Q1 2023 | $6,325,836 | +4.4% | 146,746 | -0.5% | 0.88% | -3.3% |
| Q4 2022 | $6,059,988 | +6.3% | 147,556 | -1.0% | 0.91% | -0.4% |
| Q3 2022 | $5,701,000 | -29.3% | 149,120 | -24.7% | 0.91% | -17.1% |
| Q2 2022 | $8,067,000 | -16.0% | 198,061 | -0.5% | 1.10% | -6.4% |
| Q1 2022 | $9,607,000 | -7.4% | 198,996 | -1.7% | 1.18% | -2.6% |
| Q4 2021 | $10,377,000 | +6.8% | 202,372 | -2.6% | 1.21% | -0.9% |
| Q3 2021 | $9,717,000 | -1.5% | 207,857 | -1.5% | 1.22% | -3.9% |
| Q2 2021 | $9,869,000 | +4.2% | 211,031 | -2.1% | 1.27% | -4.7% |
| Q1 2021 | $9,469,000 | +4.0% | 215,593 | -3.4% | 1.33% | -3.7% |
| Q4 2020 | $9,102,000 | – | 223,140 | – | 1.38% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Charter Oak Capital Management, LLC | 136,738 | $6,040,006 | 0.80% |
| Opes Wealth Management LLC | 12,960 | $572,469 | 0.16% |
| My Legacy Advisors, LLC | 8,309 | $366,191 | 0.15% |
| Institute for Wealth Management, LLC. | 5,019 | $221,700 | 0.04% |
| GPS Wealth Strategies Group, LLC | 3,474 | $153,454 | 0.03% |
| Capital Advisors, Ltd. LLC | 4,188 | $185 | 0.03% |
| SPINNAKER TRUST | 8,220 | $363,102 | 0.03% |
| Bouchey Financial Group Ltd | 4,635 | $204,738 | 0.02% |
| RAYMOND JAMES TRUST N.A. | 14,946 | $660,194 | 0.02% |
| GREAT VALLEY ADVISOR GROUP, INC. | 10,153 | $448,000 | 0.02% |