WISDOMTREE TR's ticker is RESP and the CUSIP is 97717W596. A total of 25 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $211,761 | -3.8% | 4,794 | 0.0% | 0.02% | +5.9% |
| Q2 2023 | $220,188 | +6.5% | 4,794 | 0.0% | 0.02% | -26.1% |
| Q1 2023 | $206,657 | -2.1% | 4,794 | -13.3% | 0.02% | -11.5% |
| Q3 2022 | $211,000 | -6.2% | 5,531 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $225,000 | -15.7% | 5,531 | 0.0% | 0.03% | -3.7% |
| Q1 2022 | $267,000 | -6.0% | 5,531 | 0.0% | 0.03% | +3.8% |
| Q4 2021 | $284,000 | +9.7% | 5,531 | 0.0% | 0.03% | +4.0% |
| Q3 2021 | $259,000 | 0.0% | 5,531 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $259,000 | +6.6% | 5,531 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $243,000 | +7.5% | 5,531 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $226,000 | +6.6% | 5,531 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $212,000 | +3.4% | 5,531 | 0.0% | 0.02% | +4.2% |
| Q4 2019 | $205,000 | -1.9% | 5,531 | -11.2% | 0.02% | -7.7% |
| Q3 2018 | $209,000 | -17.4% | 6,231 | +74.9% | 0.03% | -51.9% |
| Q4 2015 | $253,000 | +5.0% | 3,563 | 0.0% | 0.05% | +1.9% |
| Q3 2015 | $241,000 | -8.4% | 3,563 | 0.0% | 0.05% | 0.0% |
| Q2 2015 | $263,000 | -0.8% | 3,563 | 0.0% | 0.05% | +1.9% |
| Q1 2015 | $265,000 | +7.7% | 3,563 | -15.9% | 0.05% | -14.8% |
| Q2 2013 | $246,000 | – | 4,238 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Charter Oak Capital Management, LLC | 198,061 | $8,067,000 | 1.10% |
| Opes Wealth Management LLC | 9,125 | $372,000 | 0.15% |
| M Holdings Securities, Inc. | 35,850 | $1,460,000 | 0.15% |
| My Legacy Advisors, LLC | 6,348 | $264,000 | 0.13% |
| GPS Wealth Strategies Group, LLC | 6,151 | $251,000 | 0.06% |
| IFP Advisors, Inc | 21,240 | $1,619,000 | 0.05% |
| Institute for Wealth Management, LLC. | 5,019 | $204,000 | 0.04% |
| SPINNAKER TRUST | 10,810 | $440,000 | 0.03% |
| Capital Advisors, Ltd. LLC | 4,188 | $171,000 | 0.03% |
| CFS Investment Advisory Services, LLC | 4,974 | $203,000 | 0.03% |