WISDOMTREE TR's ticker is RESP and the CUSIP is 97717W596. A total of 32 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $758,000 | -43.1% | 20,580 | -47.7% | 0.01% | -44.4% |
| Q3 2019 | $1,333,000 | +6.6% | 39,333 | +4.9% | 0.01% | 0.0% |
| Q2 2019 | $1,251,000 | -0.3% | 37,498 | -3.5% | 0.01% | -10.0% |
| Q1 2019 | $1,255,000 | +4.1% | 38,871 | -8.4% | 0.01% | -9.1% |
| Q4 2018 | $1,206,000 | -13.4% | 42,420 | +2.0% | 0.01% | -8.3% |
| Q3 2018 | $1,392,000 | +8.5% | 41,569 | +0.9% | 0.01% | 0.0% |
| Q2 2018 | $1,283,000 | 0.0% | 41,187 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $1,283,000 | -0.2% | 41,187 | +2.0% | 0.01% | 0.0% |
| Q4 2017 | $1,286,000 | +7.5% | 40,373 | +201.9% | 0.01% | -7.7% |
| Q3 2017 | $1,196,000 | +8.6% | 13,375 | +3.9% | 0.01% | 0.0% |
| Q2 2017 | $1,101,000 | +49.8% | 12,876 | +46.6% | 0.01% | +44.4% |
| Q1 2017 | $735,000 | +39.7% | 8,784 | +33.2% | 0.01% | +28.6% |
| Q4 2016 | $526,000 | +19.0% | 6,594 | +11.9% | 0.01% | 0.0% |
| Q3 2016 | $442,000 | +4.5% | 5,894 | -1.1% | 0.01% | 0.0% |
| Q2 2016 | $423,000 | +1.0% | 5,961 | +1.8% | 0.01% | 0.0% |
| Q1 2016 | $419,000 | +0.7% | 5,858 | +0.2% | 0.01% | -12.5% |
| Q4 2015 | $416,000 | +137.7% | 5,849 | +125.7% | 0.01% | +100.0% |
| Q3 2015 | $175,000 | -7.9% | 2,591 | +0.4% | 0.00% | 0.0% |
| Q2 2015 | $190,000 | -1.0% | 2,581 | +0.2% | 0.00% | 0.0% |
| Q1 2015 | $192,000 | +28.0% | 2,575 | +27.4% | 0.00% | +33.3% |
| Q4 2014 | $150,000 | +4.9% | 2,021 | +0.2% | 0.00% | -25.0% |
| Q3 2014 | $143,000 | +0.7% | 2,016 | +0.2% | 0.00% | 0.0% |
| Q2 2014 | $142,000 | +4.4% | 2,012 | +0.2% | 0.00% | 0.0% |
| Q1 2014 | $136,000 | +1.5% | 2,008 | +0.2% | 0.00% | 0.0% |
| Q4 2013 | $134,000 | +10.7% | 2,003 | +0.3% | 0.00% | 0.0% |
| Q3 2013 | $121,000 | +4.3% | 1,998 | +0.2% | 0.00% | 0.0% |
| Q2 2013 | $116,000 | – | 1,994 | – | 0.00% | – |
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% |