WISDOMTREE TR (RESD)
Institutional ownership reported to the SEC as of Q4 2023, across 21 quarters.
15
Reporting holders
$5.2M
Reported value
0.0%
Held as options
+5
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | $835.9K | 28,478 | 0.00% | 8q | +67.6%+$337.3K |
| LPL Financial LLC | $826.8K | 28,166 | 0.00% | 13q | +1.3%+$10.5K |
| JPMORGAN CHASE & CO | $638.5K | 21,752 | 0.00% | 5q | +93.8%+$309.0K |
| MFA Wealth Advisors, LLC | $486.2K | 16,565 | 0.14% | 3q | HELD |
| GREAT VALLEY ADVISOR GROUP, INC. | $378.2K | 12,886 | 0.01% | new | NEW |
| Redhawk Wealth Advisors, Inc. | $364.4K | 12,416 | 0.07% | new | NEW |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | $309.9K | 10,557 | 0.21% | new | NEW |
| Smartleaf Asset Management LLC | $295.8K | 10,095 | 0.08% | new | FIRST |
| HighTower Advisors, LLC | $295.0K | 10,059 | 0.00% | 4q | HELD |
| Private Advisor Group, LLC | $266.6K | 9,083 | 0.00% | 3q | +3.2%+$8.3K |
| My Legacy Advisors, LLC | $227.7K | 7,749 | 0.08% | 7q | -16.6%-$45.3K |
| Golden State Equity Partners | $225.7K | 7,690 | 0.05% | new | NEW |
| OSAIC HOLDINGS, INC. | $44.0K | 1,500 | 0.00% | 6q | HELD |
| CALDWELL SUTTER CAPITAL, INC. | $10.7K | 364 | 0.01% | new | NEW |
| MORGAN STANLEY | $1.9K | 66 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $240 | 8,164 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q4 2023 | 15 | $5.2M | 177,426 | 6 | 4 | 1 | 0.0% |
| Q3 2023 | 10 | $4.0M | 149,582 | 1 | 4 | 2 | 0.0% |
| Q2 2023 | 11 | $4.4M | 156,151 | 5 | 2 | 3 | 0.0% |
| Q1 2023 | 8 | $2.1M | 74,957 | 1 | 2 | 4 | 0.0% |
| Q4 2022 | 8 | $2.6M | 103,684 | 3 | 0 | 4 | 0.0% |
| Q3 2022 | 6 | $1.9M | 88,269 | 2 | 3 | 1 | 0.0% |
| Q2 2022 | 4 | $2.3M | 93,709 | 2 | 2 | 0 | 0.0% |
| Q1 2022 | 4 | $1.0M | 35,697 | 3 | 1 | 0 | 0.0% |
| Q4 2021 | 4 | $1.6M | 49,744 | 1 | 2 | 1 | 0.0% |
| Q3 2021 | 4 | $1.8M | 58,557 | 1 | 1 | 0 | 0.0% |
| Q2 2021 | 5 | $2.1M | 68,161 | 2 | 2 | 0 | 0.0% |
| Q1 2021 | 4 | $2.1M | 71,803 | 1 | 1 | 1 | 0.0% |
| Q4 2020 | 8 | $16.3M | 571,036 | 1 | 1 | 2 | 0.0% |
| Q3 2020 | 5 | $3.0M | 118,083 | 0 | 0 | 3 | 0.0% |
| Q2 2020 | 9 | $15.3M | 625,347 | 3 | 3 | 3 | 0.0% |
| Q1 2020 | 8 | $15.6M | 724,508 | 1 | 2 | 3 | 0.0% |
| Q4 2019 | 10 | $28.3M | 1,076,131 | 1 | 4 | 5 | 0.0% |
| Q3 2019 | 11 | $27.0M | 1,110,754 | 2 | 1 | 7 | 0.0% |
| Q2 2019 | 9 | $27.9M | 1,161,784 | 2 | 1 | 4 | 0.0% |
| Q1 2019 | 8 | $17.8M | 754,870 | 1 | 2 | 4 | 0.0% |
| Q4 2018 | 7 | $18.6M | 911,553 | 0 | 0 | 0 | 0.0% |