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 | $185 | -3.6% | 4,188 | 0.0% | 0.03% | -3.4% |
| Q2 2023 | $192 | +6.1% | 4,188 | 0.0% | 0.03% | -3.3% |
| Q1 2023 | $181 | +5.2% | 4,188 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $172 | -99.9% | 4,188 | 0.0% | 0.03% | -3.2% |
| Q3 2022 | $160,000 | -6.4% | 4,188 | 0.0% | 0.03% | -3.1% |
| Q2 2022 | $171,000 | -15.3% | 4,188 | 0.0% | 0.03% | -5.9% |
| Q1 2022 | $202,000 | -6.0% | 4,188 | 0.0% | 0.03% | -2.9% |
| Q4 2021 | $215,000 | -6.9% | 4,188 | -18.1% | 0.04% | -14.6% |
| Q3 2021 | $231,000 | +17.9% | 5,114 | +22.1% | 0.04% | +17.1% |
| Q2 2021 | $196,000 | +6.5% | 4,188 | 0.0% | 0.04% | +2.9% |
| Q1 2021 | $184,000 | +7.6% | 4,188 | 0.0% | 0.03% | -10.5% |
| Q4 2020 | $171,000 | +11.8% | 4,188 | 0.0% | 0.04% | 0.0% |
| Q3 2020 | $153,000 | +9.3% | 4,188 | 0.0% | 0.04% | +2.7% |
| Q2 2020 | $140,000 | +21.7% | 4,188 | 0.0% | 0.04% | +2.8% |
| Q1 2020 | $115,000 | -25.8% | 4,188 | 0.0% | 0.04% | -10.0% |
| Q4 2019 | $155,000 | +9.2% | 4,188 | 0.0% | 0.04% | +2.6% |
| Q3 2019 | $142,000 | +1.4% | 4,188 | 0.0% | 0.04% | -2.5% |
| Q2 2019 | $140,000 | +3.7% | 4,188 | 0.0% | 0.04% | +8.1% |
| Q1 2019 | $135,000 | +13.4% | 4,188 | 0.0% | 0.04% | +5.7% |
| Q4 2018 | $119,000 | -15.0% | 4,188 | 0.0% | 0.04% | -12.5% |
| Q3 2018 | $140,000 | +5.3% | 4,188 | 0.0% | 0.04% | -4.8% |
| Q2 2018 | $133,000 | +2.3% | 4,188 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $130,000 | +19.3% | 4,188 | +22.6% | 0.04% | +16.7% |
| Q4 2017 | $109,000 | +17.2% | 3,417 | +230.1% | 0.04% | +9.1% |
| Q3 2017 | $93,000 | +17.7% | 1,035 | +12.3% | 0.03% | +13.8% |
| Q2 2017 | $79,000 | +12.9% | 922 | +10.6% | 0.03% | +7.4% |
| Q1 2017 | $70,000 | +4.5% | 834 | 0.0% | 0.03% | -3.6% |
| Q4 2016 | $67,000 | +6.3% | 834 | 0.0% | 0.03% | 0.0% |
| Q3 2016 | $63,000 | +6.8% | 834 | 0.0% | 0.03% | 0.0% |
| Q2 2016 | $59,000 | -1.7% | 834 | 0.0% | 0.03% | -6.7% |
| Q1 2016 | $60,000 | +1.7% | 834 | 0.0% | 0.03% | -3.2% |
| Q4 2015 | $59,000 | +5.4% | 834 | 0.0% | 0.03% | 0.0% |
| Q3 2015 | $56,000 | -30.9% | 834 | -24.5% | 0.03% | -26.2% |
| Q2 2015 | $81,000 | -1.2% | 1,105 | 0.0% | 0.04% | -2.3% |
| Q1 2015 | $82,000 | 0.0% | 1,105 | 0.0% | 0.04% | -4.4% |
| Q4 2014 | $82,000 | +39.0% | 1,105 | +32.5% | 0.04% | +32.4% |
| Q3 2014 | $59,000 | 0.0% | 834 | 0.0% | 0.03% | +3.0% |
| Q2 2014 | $59,000 | +5.4% | 834 | 0.0% | 0.03% | 0.0% |
| Q1 2014 | $56,000 | 0.0% | 834 | 0.0% | 0.03% | -10.8% |
| Q4 2013 | $56,000 | – | 834 | – | 0.04% | – |
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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% |