WISDOMTREE TR's ticker is RESE and the CUSIP is 97717X214.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $583,917 | -23.6% | 21,612 | -19.7% | 0.01% | -25.0% |
Q2 2023 | $764,478 | +1.2% | 26,912 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $755,086 | +0.4% | 26,912 | -2.5% | 0.01% | -11.1% |
Q4 2022 | $751,742 | +11.2% | 27,612 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $676,000 | -13.2% | 27,612 | +1.3% | 0.01% | -10.0% |
Q2 2022 | $779,000 | -13.7% | 27,262 | -1.4% | 0.01% | 0.0% |
Q1 2022 | $903,000 | -11.3% | 27,662 | -4.2% | 0.01% | -9.1% |
Q4 2021 | $1,018,000 | +0.8% | 28,862 | +1.4% | 0.01% | -8.3% |
Q3 2021 | $1,010,000 | -10.3% | 28,462 | -0.7% | 0.01% | -7.7% |
Q2 2021 | $1,126,000 | +4.9% | 28,662 | +0.7% | 0.01% | -7.1% |
Q1 2021 | $1,073,000 | +5.5% | 28,462 | +0.1% | 0.01% | -12.5% |
Q4 2020 | $1,017,000 | +19.4% | 28,423 | +2.4% | 0.02% | +6.7% |
Q3 2020 | $852,000 | +10.5% | 27,750 | 0.0% | 0.02% | +7.1% |
Q2 2020 | $771,000 | +23.0% | 27,750 | +3.7% | 0.01% | +16.7% |
Q1 2020 | $627,000 | -25.9% | 26,750 | +3.9% | 0.01% | -14.3% |
Q4 2019 | $846,000 | +16.4% | 25,750 | +6.2% | 0.01% | +7.7% |
Q3 2019 | $727,000 | -6.6% | 24,250 | -1.6% | 0.01% | -7.1% |
Q2 2019 | $778,000 | +2.5% | 24,650 | +2.1% | 0.01% | +7.7% |
Q1 2019 | $759,000 | +16.1% | 24,150 | +5.2% | 0.01% | 0.0% |
Q4 2018 | $654,000 | +7.9% | 22,950 | +18.3% | 0.01% | +18.2% |
Q3 2018 | $606,000 | +6.9% | 19,400 | +6.0% | 0.01% | 0.0% |
Q2 2018 | $567,000 | +163.7% | 18,300 | +195.2% | 0.01% | +175.0% |
Q1 2018 | $215,000 | +80.7% | 6,200 | +55.0% | 0.00% | +33.3% |
Q2 2017 | $119,000 | +1.7% | 4,000 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $117,000 | +9.3% | 4,000 | 0.0% | 0.00% | +50.0% |
Q4 2016 | $107,000 | +32.1% | 4,000 | +33.3% | 0.00% | 0.0% |
Q3 2016 | $81,000 | – | 3,000 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Opes Wealth Management LLC | 32,470 | $877,281 | 0.24% |
CIBC WORLD MARKET INC. | 304,157 | $8,218 | 0.03% |
OLD MISSION CAPITAL LLC | 18,056 | $487,841 | 0.01% |
D.A. DAVIDSON & CO. | 21,612 | $583,917 | 0.01% |
Cetera Investment Advisers | 11,844 | $319,999 | 0.00% |
Cetera Advisors LLC | 7,531 | $203,474 | 0.00% |
Focused Wealth Management, Inc | 323 | $8,727 | 0.00% |
LPL Financial LLC | 27,757 | $749,936 | 0.00% |
Creative Planning | 29,413 | $794,686 | 0.00% |
BLAIR WILLIAM & CO/IL | 1,791 | $48,379 | 0.00% |