WISDOMTREE TR's ticker is RESP and the CUSIP is 97717W596. A total of 31 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $371,973 | -2.2% | 8,421 | +1.7% | 0.00% | – |
| Q2 2023 | $380,300 | +4.7% | 8,280 | -1.7% | 0.00% | – |
| Q1 2023 | $363,181 | +105169.9% | 8,425 | +0.4% | 0.00% | – |
| Q4 2022 | $345 | -99.8% | 8,391 | +89.5% | 0.00% | – |
| Q3 2021 | $207,000 | +158.8% | 4,428 | +86.6% | 0.00% | – |
| Q3 2019 | $80,000 | +1.3% | 2,373 | 0.0% | 0.00% | – |
| Q2 2019 | $79,000 | +2.6% | 2,373 | 0.0% | 0.00% | – |
| Q1 2019 | $77,000 | +14.9% | 2,373 | 0.0% | 0.00% | – |
| Q4 2018 | $67,000 | -15.2% | 2,373 | 0.0% | 0.00% | – |
| Q3 2018 | $79,000 | +5.3% | 2,373 | 0.0% | 0.00% | – |
| Q2 2018 | $75,000 | – | 2,373 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 494,957 | $25,379,000 | 18.66% |
| Charter Oak Capital Management, LLC | 202,372 | $10,377,000 | 1.21% |
| Opes Wealth Management LLC | 8,525 | $437,000 | 0.14% |
| Redhawk Wealth Advisors, Inc. | 9,230 | $473,000 | 0.12% |
| GPS Wealth Strategies Group, LLC | 8,909 | $457,000 | 0.10% |
| CFS Investment Advisory Services, LLC | 7,884 | $359,000 | 0.05% |
| Institute for Wealth Management, LLC. | 5,019 | $257,000 | 0.04% |
| SPINNAKER TRUST | 11,182 | $573,000 | 0.04% |
| Capital Advisors, Ltd. LLC | 4,188 | $215,000 | 0.04% |
| COURIER CAPITAL LLC | 5,531 | $284,000 | 0.03% |