WISDOMTREE TR's ticker is RESP and the CUSIP is 97717W596. A total of 32 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,336,000 | +190.4% | 48,689 | +290.7% | 0.00% | – |
| Q4 2019 | $460,000 | -66.5% | 12,463 | -69.2% | 0.00% | – |
| Q3 2019 | $1,373,000 | -28.7% | 40,498 | -29.8% | 0.00% | -100.0% |
| Q2 2019 | $1,926,000 | -37.6% | 57,728 | -39.6% | 0.00% | 0.0% |
| Q1 2019 | $3,087,000 | +22.7% | 95,589 | +8.1% | 0.00% | 0.0% |
| Q4 2018 | $2,515,000 | – | 88,454 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Charter Oak Capital Management, LLC | 136,738 | $6,040,006 | 0.80% |
| Opes Wealth Management LLC | 12,960 | $572,469 | 0.16% |
| My Legacy Advisors, LLC | 8,309 | $366,191 | 0.15% |
| Institute for Wealth Management, LLC. | 5,019 | $221,700 | 0.04% |
| GPS Wealth Strategies Group, LLC | 3,474 | $153,454 | 0.03% |
| Capital Advisors, Ltd. LLC | 4,188 | $185 | 0.03% |
| SPINNAKER TRUST | 8,220 | $363,102 | 0.03% |
| Bouchey Financial Group Ltd | 4,635 | $204,738 | 0.02% |
| RAYMOND JAMES TRUST N.A. | 14,946 | $660,194 | 0.02% |
| GREAT VALLEY ADVISOR GROUP, INC. | 10,153 | $448,000 | 0.02% |