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 38 filers reported holding WISDOMTREE TR in Q1 2022. 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 Q1 2022
NameSharesValueWeighting ↓
Charter Oak Capital Management, LLC 198,061$8,067,0001.10%
Opes Wealth Management LLC 9,125$372,0000.15%
M Holdings Securities, Inc. 35,850$1,460,0000.15%
My Legacy Advisors, LLC 6,348$264,0000.13%
GPS Wealth Strategies Group, LLC 6,151$251,0000.06%
IFP Advisors, Inc 21,240$1,619,0000.05%
Institute for Wealth Management, LLC. 5,019$204,0000.04%
SPINNAKER TRUST 10,810$440,0000.03%
Capital Advisors, Ltd. LLC 4,188$171,0000.03%
CFS Investment Advisory Services, LLC 4,974$203,0000.03%
View complete list of WISDOMTREE TR shareholders