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%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $634,222 | +1.6% | 14,358 | +5.6% | 0.00% | – |
| Q2 2023 | $624,372 | +6.6% | 13,594 | +0.1% | 0.00% | – |
| Q1 2023 | $585,658 | +3.8% | 13,586 | -1.1% | 0.00% | – |
| Q4 2022 | $564,454 | +7.5% | 13,744 | +0.1% | 0.00% | – |
| Q3 2022 | $525,000 | -6.1% | 13,734 | +0.1% | 0.00% | – |
| Q2 2022 | $559,000 | -15.6% | 13,725 | +0.1% | 0.00% | – |
| Q1 2022 | $662,000 | -5.8% | 13,718 | +0.0% | 0.00% | – |
| Q4 2021 | $703,000 | +9.7% | 13,712 | +0.0% | 0.00% | – |
| Q3 2021 | $641,000 | 0.0% | 13,706 | +0.1% | 0.00% | – |
| Q2 2021 | $641,000 | +6.7% | 13,698 | +0.0% | 0.00% | – |
| Q1 2021 | $601,000 | -29.1% | 13,693 | -34.1% | 0.00% | – |
| Q4 2020 | $848,000 | +11.9% | 20,794 | 0.0% | 0.00% | – |
| Q3 2020 | $758,000 | +9.5% | 20,794 | +0.7% | 0.00% | – |
| Q2 2020 | $692,000 | +17.1% | 20,644 | -4.2% | 0.00% | – |
| Q1 2020 | $591,000 | -19.9% | 21,544 | +7.7% | 0.00% | – |
| Q4 2019 | $738,000 | +9.5% | 19,997 | +0.6% | 0.00% | – |
| Q3 2019 | $674,000 | +1.5% | 19,868 | -0.2% | 0.00% | – |
| Q2 2019 | $664,000 | +3.3% | 19,902 | 0.0% | 0.00% | – |
| Q1 2019 | $643,000 | +4.4% | 19,902 | -8.1% | 0.00% | – |
| Q4 2018 | $616,000 | -15.4% | 21,657 | -0.4% | 0.00% | – |
| Q3 2018 | $728,000 | +3.7% | 21,749 | -2.0% | 0.00% | – |
| Q2 2018 | $702,000 | +1.6% | 22,188 | 0.0% | 0.00% | – |
| Q1 2018 | $691,000 | +40.4% | 22,188 | +43.9% | 0.00% | – |
| Q4 2017 | $492,000 | -47.4% | 15,420 | +47.3% | 0.00% | – |
| Q3 2017 | $936,000 | +2.6% | 10,466 | -1.8% | 0.00% | – |
| Q2 2017 | $912,000 | -48.7% | 10,663 | -49.9% | 0.00% | – |
| Q1 2017 | $1,778,000 | +2.4% | 21,270 | -2.3% | 0.00% | – |
| Q4 2016 | $1,736,000 | +140.8% | 21,772 | +126.2% | 0.00% | – |
| Q3 2016 | $721,000 | +6.2% | 9,624 | +0.6% | 0.00% | – |
| Q2 2016 | $679,000 | -20.5% | 9,565 | -20.0% | 0.00% | – |
| Q1 2016 | $854,000 | -71.2% | 11,952 | -71.3% | 0.00% | -100.0% |
| Q4 2015 | $2,963,000 | +45.9% | 41,681 | +38.5% | 0.00% | 0.0% |
| Q3 2015 | $2,031,000 | +2.3% | 30,086 | +11.7% | 0.00% | 0.0% |
| Q2 2015 | $1,985,000 | +2.9% | 26,929 | +3.9% | 0.00% | 0.0% |
| Q1 2015 | $1,929,000 | +59.4% | 25,919 | +59.2% | 0.00% | – |
| Q4 2014 | $1,210,000 | +204.0% | 16,280 | +189.3% | 0.00% | – |
| Q3 2014 | $398,000 | +70.1% | 5,627 | +69.6% | 0.00% | – |
| Q2 2014 | $234,000 | +200.0% | 3,317 | +187.2% | 0.00% | – |
| Q1 2014 | $78,000 | -83.4% | 1,155 | -83.6% | 0.00% | – |
| Q4 2013 | $471,000 | -64.4% | 7,047 | -67.7% | 0.00% | -100.0% |
| Q3 2013 | $1,324,000 | – | 21,806 | – | 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% |