WISDOMTREE TR's ticker is RESP and the CUSIP is 97717W596. A total of 37 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15 | -6.2% | 350 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $16 | -36.0% | 350 | -41.7% | 0.01% | -47.1% |
| Q4 2022 | $25 | -99.9% | 600 | 0.0% | 0.02% | -5.6% |
| Q3 2022 | $23,000 | -4.2% | 600 | 0.0% | 0.02% | +12.5% |
| Q2 2022 | $24,000 | -17.2% | 600 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $29,000 | -6.5% | 600 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $31,000 | – | 600 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Charter Oak Capital Management, LLC | 198,061 | $8,067,000 | 1.10% |
| Opes Wealth Management LLC | 9,125 | $372,000 | 0.15% |
| M Holdings Securities, Inc. | 35,850 | $1,460,000 | 0.15% |
| My Legacy Advisors, LLC | 6,348 | $264,000 | 0.13% |
| GPS Wealth Strategies Group, LLC | 6,151 | $251,000 | 0.06% |
| IFP Advisors, Inc | 21,240 | $1,619,000 | 0.05% |
| Institute for Wealth Management, LLC. | 5,019 | $204,000 | 0.04% |
| SPINNAKER TRUST | 10,810 | $440,000 | 0.03% |
| Capital Advisors, Ltd. LLC | 4,188 | $171,000 | 0.03% |
| CFS Investment Advisory Services, LLC | 4,974 | $203,000 | 0.03% |