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 | $5,525,651 | -0.4% | 125,094 | +3.5% | 0.00% | 0.0% |
| Q2 2023 | $5,549,447 | +7.0% | 120,824 | +0.4% | 0.00% | 0.0% |
| Q1 2023 | $5,188,382 | +16.2% | 120,359 | +10.7% | 0.00% | 0.0% |
| Q4 2022 | $4,464,945 | +15.1% | 108,718 | +7.1% | 0.00% | 0.0% |
| Q3 2022 | $3,879,000 | +6.6% | 101,474 | +13.6% | 0.00% | +33.3% |
| Q2 2022 | $3,638,000 | -22.2% | 89,329 | -7.8% | 0.00% | -25.0% |
| Q1 2022 | $4,678,000 | -14.0% | 96,902 | -8.7% | 0.00% | -20.0% |
| Q4 2021 | $5,441,000 | +68.2% | 106,116 | +53.3% | 0.01% | +66.7% |
| Q3 2021 | $3,235,000 | +13.1% | 69,203 | +13.2% | 0.00% | 0.0% |
| Q2 2021 | $2,860,000 | +20.3% | 61,153 | +13.0% | 0.00% | 0.0% |
| Q1 2021 | $2,377,000 | +23.5% | 54,114 | +14.7% | 0.00% | +50.0% |
| Q4 2020 | $1,925,000 | +37.4% | 47,185 | +22.8% | 0.00% | 0.0% |
| Q3 2020 | $1,401,000 | +55.3% | 38,410 | +42.8% | 0.00% | 0.0% |
| Q2 2020 | $902,000 | +26.3% | 26,904 | +3.4% | 0.00% | 0.0% |
| Q1 2020 | $714,000 | -39.8% | 26,013 | -19.0% | 0.00% | 0.0% |
| Q4 2019 | $1,186,000 | +17.0% | 32,124 | +7.4% | 0.00% | 0.0% |
| Q3 2019 | $1,014,000 | -1.1% | 29,913 | -2.6% | 0.00% | 0.0% |
| Q2 2019 | $1,025,000 | +9.5% | 30,719 | +6.0% | 0.00% | 0.0% |
| Q1 2019 | $936,000 | +46.0% | 28,973 | +28.5% | 0.00% | 0.0% |
| Q4 2018 | $641,000 | +2.9% | 22,544 | +21.1% | 0.00% | +100.0% |
| Q3 2018 | $623,000 | +14.7% | 18,617 | +8.5% | 0.00% | 0.0% |
| Q2 2018 | $543,000 | -19.6% | 17,154 | -20.9% | 0.00% | -50.0% |
| Q1 2018 | $675,000 | -5.1% | 21,689 | -2.8% | 0.00% | 0.0% |
| Q4 2017 | $711,000 | +15.2% | 22,322 | +223.8% | 0.00% | 0.0% |
| Q3 2017 | $617,000 | +18.4% | 6,893 | +13.2% | 0.00% | 0.0% |
| Q2 2017 | $521,000 | +4.6% | 6,089 | +2.0% | 0.00% | -33.3% |
| Q1 2017 | $498,000 | +7.8% | 5,972 | +3.4% | 0.00% | -25.0% |
| Q4 2016 | $462,000 | +30.5% | 5,774 | +20.7% | 0.00% | +33.3% |
| Q3 2016 | $354,000 | +11.3% | 4,784 | +7.2% | 0.00% | 0.0% |
| Q2 2016 | $318,000 | -64.9% | 4,462 | -65.3% | 0.00% | 0.0% |
| Q1 2016 | $907,000 | -5.0% | 12,844 | -6.4% | 0.00% | 0.0% |
| Q4 2015 | $955,000 | +26.0% | 13,726 | +26.7% | 0.00% | -25.0% |
| Q3 2015 | $758,000 | +11.8% | 10,835 | +18.0% | 0.00% | +33.3% |
| Q2 2015 | $678,000 | -4.0% | 9,180 | -4.4% | 0.00% | -25.0% |
| Q1 2015 | $706,000 | -0.1% | 9,606 | +1.0% | 0.00% | 0.0% |
| Q4 2014 | $707,000 | +0.3% | 9,510 | -5.9% | 0.00% | 0.0% |
| Q3 2014 | $705,000 | +4.6% | 10,109 | +6.0% | 0.00% | 0.0% |
| Q2 2014 | $674,000 | +5.0% | 9,534 | +0.5% | 0.00% | 0.0% |
| Q1 2014 | $642,000 | +48.3% | 9,484 | +46.2% | 0.00% | +33.3% |
| Q4 2013 | $433,000 | +98.6% | 6,486 | +83.5% | 0.00% | +200.0% |
| Q3 2013 | $218,000 | – | 3,535 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 494,957 | $25,379,000 | 18.66% |
| Charter Oak Capital Management, LLC | 202,372 | $10,377,000 | 1.21% |
| Opes Wealth Management LLC | 8,525 | $437,000 | 0.14% |
| Redhawk Wealth Advisors, Inc. | 9,230 | $473,000 | 0.12% |
| GPS Wealth Strategies Group, LLC | 8,909 | $457,000 | 0.10% |
| CFS Investment Advisory Services, LLC | 7,884 | $359,000 | 0.05% |
| Institute for Wealth Management, LLC. | 5,019 | $257,000 | 0.04% |
| SPINNAKER TRUST | 11,182 | $573,000 | 0.04% |
| Capital Advisors, Ltd. LLC | 4,188 | $215,000 | 0.04% |
| COURIER CAPITAL LLC | 5,531 | $284,000 | 0.03% |