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 | $43,068 | -3.8% | 975 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $44,782 | +6.5% | 975 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $42,030 | +5.0% | 975 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $40,042 | +8.2% | 975 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $37,000 | -39.3% | 975 | -35.0% | 0.00% | 0.0% |
| Q2 2022 | $61,000 | -15.3% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $72,000 | -6.5% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $77,000 | +10.0% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $70,000 | 0.0% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $70,000 | -100.0% | 1,500 | -72.7% | 0.00% | -50.0% |
| Q1 2021 | $241,384,000 | +395611.5% | 5,496 | +266.4% | 0.00% | +100.0% |
| Q4 2020 | $61,000 | +10.9% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $55,000 | +10.0% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $50,000 | +22.0% | 1,500 | 0.0% | 0.00% | -50.0% |
| Q1 2020 | $41,000 | -29.3% | 1,500 | -5.7% | 0.00% | 0.0% |
| Q4 2019 | $58,000 | +9.4% | 1,590 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $53,000 | – | 1,590 | – | 0.00% | – |
Download | ||||||
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% |