WISDOMTREE TR's ticker is RESP and the CUSIP is 97717W596. A total of 29 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
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% | – |
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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% |