WISDOMTREE TR's ticker is RESP and the CUSIP is 97717W596. A total of 24 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $435,000 | -68.1% | 9,298 | -68.1% | 0.00% | -71.4% |
| Q2 2021 | $1,364,000 | +29.4% | 29,157 | +21.5% | 0.01% | +16.7% |
| Q1 2021 | $1,054,000 | +257.3% | 23,997 | +196.4% | 0.01% | +200.0% |
| Q3 2020 | $295,000 | -1.3% | 8,095 | -9.2% | 0.00% | 0.0% |
| Q2 2020 | $299,000 | +20.1% | 8,920 | -1.8% | 0.00% | 0.0% |
| Q1 2020 | $249,000 | -27.0% | 9,085 | -1.6% | 0.00% | -33.3% |
| Q4 2019 | $341,000 | +5.6% | 9,235 | -3.1% | 0.00% | 0.0% |
| Q3 2019 | $323,000 | +1.6% | 9,535 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $318,000 | -0.6% | 9,535 | -3.8% | 0.00% | 0.0% |
| Q1 2019 | $320,000 | -11.4% | 9,910 | -22.0% | 0.00% | -25.0% |
| Q4 2018 | $361,000 | -17.8% | 12,710 | -3.1% | 0.00% | 0.0% |
| Q3 2018 | $439,000 | +2.6% | 13,110 | -3.0% | 0.00% | -20.0% |
| Q2 2018 | $428,000 | +5.7% | 13,515 | +4.0% | 0.01% | 0.0% |
| Q1 2018 | $405,000 | +3.3% | 12,990 | +5.5% | 0.01% | 0.0% |
| Q4 2017 | $392,000 | 0.0% | 12,315 | +181.2% | 0.01% | 0.0% |
| Q3 2017 | $392,000 | -2.0% | 4,380 | -6.4% | 0.01% | -16.7% |
| Q2 2017 | $400,000 | -20.9% | 4,680 | -22.7% | 0.01% | -33.3% |
| Q1 2017 | $506,000 | -3.1% | 6,052 | -7.6% | 0.01% | -10.0% |
| Q4 2016 | $522,000 | +4.8% | 6,550 | -1.4% | 0.01% | +11.1% |
| Q3 2016 | $498,000 | -22.4% | 6,646 | -26.5% | 0.01% | -35.7% |
| Q2 2016 | $642,000 | -5.3% | 9,043 | -4.7% | 0.01% | -6.7% |
| Q1 2016 | $678,000 | -1.0% | 9,490 | -1.5% | 0.02% | -6.2% |
| Q4 2015 | $685,000 | +4.7% | 9,637 | -0.5% | 0.02% | -15.8% |
| Q3 2015 | $654,000 | -9.0% | 9,683 | -0.7% | 0.02% | -5.0% |
| Q2 2015 | $719,000 | -0.7% | 9,754 | +0.3% | 0.02% | -4.8% |
| Q1 2015 | $724,000 | -3.3% | 9,726 | -3.4% | 0.02% | -8.7% |
| Q4 2014 | $749,000 | – | 10,067 | – | 0.02% | – |
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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% |