WISDOMTREE TR's ticker is RESP and the CUSIP is 97717W596. A total of 27 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $253,817 | +5.0% | 5,888 | 0.0% | 0.18% | +2.2% |
| Q4 2022 | $241,815 | +7.5% | 5,888 | 0.0% | 0.18% | -3.7% |
| Q3 2022 | $225,000 | -48.0% | 5,888 | -35.4% | 0.19% | -45.2% |
| Q1 2022 | $433,000 | -98.3% | 9,119 | -98.2% | 0.34% | -98.2% |
| Q4 2021 | $25,379,000 | +14.4% | 494,957 | +4.3% | 18.66% | +3.7% |
| Q3 2021 | $22,180,000 | -0.6% | 474,477 | -0.6% | 17.99% | +12.2% |
| Q2 2021 | $22,324,000 | +7.7% | 477,334 | +1.1% | 16.04% | -6.4% |
| Q1 2021 | $20,736,000 | +11.2% | 472,137 | +3.3% | 17.13% | +1.8% |
| Q4 2020 | $18,644,000 | – | 457,063 | – | 16.83% | – |
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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% |