WISDOMTREE TR's ticker is RESP and the CUSIP is 97717W596. A total of 38 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $210,000 | +3.4% | 210,782 | +4137.7% | 0.05% | +54.8% |
Q2 2022 | $203,000 | +2437.5% | 4,974 | -98.7% | 0.03% | -11.4% |
Q1 2022 | $8,000 | -97.8% | 380,628 | +4727.9% | 0.04% | -27.1% |
Q4 2021 | $359,000 | +15.1% | 7,884 | -3.0% | 0.05% | +11.6% |
Q3 2021 | $312,000 | +2.0% | 8,131 | +8.2% | 0.04% | -12.2% |
Q4 2020 | $306,000 | – | 7,512 | – | 0.05% | – |
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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% |