WISDOMTREE TR's ticker is RESP and the CUSIP is 97717W596. A total of 38 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,669 | -3.5% | 445 | +0.2% | 0.00% | – |
| Q2 2023 | $20,375 | +6.9% | 444 | +0.5% | 0.00% | – |
| Q1 2023 | $19,054 | +5.3% | 442 | +0.2% | 0.00% | – |
| Q4 2022 | $18,093 | +6.4% | 441 | +0.5% | 0.00% | – |
| Q3 2022 | $17,000 | -5.6% | 439 | +0.5% | 0.00% | – |
| Q2 2022 | $18,000 | -14.3% | 437 | +0.5% | 0.00% | – |
| Q1 2022 | $21,000 | -4.5% | 435 | +0.2% | 0.00% | – |
| Q4 2021 | $22,000 | +10.0% | 434 | +0.2% | 0.00% | – |
| Q3 2021 | $20,000 | 0.0% | 433 | +0.5% | 0.00% | – |
| Q2 2021 | $20,000 | +5.3% | 431 | +0.2% | 0.00% | – |
| Q1 2021 | $19,000 | +11.8% | 430 | +0.2% | 0.00% | – |
| Q4 2020 | $17,000 | +6.2% | 429 | +0.5% | 0.00% | – |
| Q3 2020 | $16,000 | +14.3% | 427 | +0.2% | 0.00% | – |
| Q2 2020 | $14,000 | +16.7% | 426 | +0.2% | 0.00% | – |
| Q1 2020 | $12,000 | -25.0% | 425 | +0.7% | 0.00% | – |
| Q4 2019 | $16,000 | +14.3% | 422 | +1.0% | 0.00% | – |
| Q3 2019 | $14,000 | -6.7% | 418 | -9.5% | 0.00% | – |
| Q2 2019 | $15,000 | 0.0% | 462 | +0.4% | 0.00% | – |
| Q1 2019 | $15,000 | +15.4% | 460 | 0.0% | 0.00% | – |
| Q4 2018 | $13,000 | -13.3% | 460 | +1.3% | 0.00% | – |
| Q3 2018 | $15,000 | +7.1% | 454 | +0.4% | 0.00% | – |
| Q2 2018 | $14,000 | 0.0% | 452 | +0.7% | 0.00% | – |
| Q1 2018 | $14,000 | 0.0% | 449 | +0.2% | 0.00% | – |
| Q4 2017 | $14,000 | 0.0% | 448 | +176.5% | 0.00% | – |
| Q3 2017 | $14,000 | 0.0% | 162 | +0.6% | 0.00% | – |
| Q2 2017 | $14,000 | +7.7% | 161 | 0.0% | 0.00% | – |
| Q1 2017 | $13,000 | 0.0% | 161 | +0.6% | 0.00% | – |
| Q4 2016 | $13,000 | -7.1% | 160 | -14.0% | 0.00% | – |
| Q3 2016 | $14,000 | +7.7% | 186 | +0.5% | 0.00% | – |
| Q2 2016 | $13,000 | 0.0% | 185 | +0.5% | 0.00% | – |
| Q1 2016 | $13,000 | 0.0% | 184 | +0.5% | 0.00% | – |
| Q4 2015 | $13,000 | +8.3% | 183 | +0.5% | 0.00% | – |
| Q3 2015 | $12,000 | -7.7% | 182 | +0.6% | 0.00% | – |
| Q2 2015 | $13,000 | 0.0% | 181 | +0.6% | 0.00% | – |
| Q1 2015 | $13,000 | – | 180 | – | 0.00% | – |
Download | ||||||
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% |