American Portfolios Advisors - WISDOMTREE TR ownership

Back to all holdings Add to watchlist

WISDOMTREE TR's ticker is RESP and the CUSIP is 97717W596. A total of 32 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Links
Filings
External links
Quarter-by-quarter ownership
American Portfolios Advisors ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$4,588
-6.1%
1200.0%0.00%–
Q2 2022$4,887
-15.6%
1200.0%0.00%–
Q1 2022$5,793
-5.9%
1200.0%0.00%–
Q4 2021$6,153
+9.7%
1200.0%0.00%–
Q3 2021$5,610
-0.0%
1200.0%0.00%–
Q2 2021$5,612
+6.5%
1200.0%0.00%–
Q1 2021$5,270
+7.7%
1200.0%0.00%–
Q4 2020$4,895
+11.9%
1200.0%0.00%–
Q3 2020$4,376
+8.8%
1200.0%0.00%–
Q2 2020$4,023
+22.2%
1200.0%0.00%–
Q1 2020$3,292
-25.7%
1200.0%0.00%–
Q4 2019$4,430
+8.9%
1200.0%0.00%–
Q3 2019$4,068
+1.6%
1200.0%0.00%–
Q2 2019$4,003
+3.3%
1200.0%0.00%–
Q1 2019$3,875
+13.5%
1200.0%0.00%–
Q4 2018$3,413
-15.1%
1200.0%0.00%–
Q3 2018$4,019
+5.8%
1200.0%0.00%
-100.0%
Q2 2018$3,797
+1.6%
1200.0%0.00%0.0%
Q1 2018$3,737
-2.3%
1200.0%0.00%0.0%
Q4 2017$3,824–120–0.00%–
 Download
Other shareholders
WISDOMTREE TR shareholders Q4 2019
NameSharesValueWeighting ↓
Charter Oak Capital Management, LLC 136,738$6,040,0060.80%
Opes Wealth Management LLC 12,960$572,4690.16%
My Legacy Advisors, LLC 8,309$366,1910.15%
Institute for Wealth Management, LLC. 5,019$221,7000.04%
GPS Wealth Strategies Group, LLC 3,474$153,4540.03%
Capital Advisors, Ltd. LLC 4,188$1850.03%
SPINNAKER TRUST 8,220$363,1020.03%
Bouchey Financial Group Ltd 4,635$204,7380.02%
RAYMOND JAMES TRUST N.A. 14,946$660,1940.02%
GREAT VALLEY ADVISOR GROUP, INC. 10,153$448,0000.02%
View complete list of WISDOMTREE TR shareholders