WISDOMTREE TR's ticker is RESP and the CUSIP is 97717W596. A total of 37 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $214,488 | -60.7% | 4,853 | -59.2% | 0.00% | -66.7% |
| Q2 2023 | $546,457 | +6.9% | 11,899 | +0.3% | 0.01% | 0.0% |
| Q1 2023 | $511,173 | +5.3% | 11,859 | +0.3% | 0.01% | 0.0% |
| Q4 2022 | $485,526 | +7.7% | 11,823 | +0.4% | 0.01% | 0.0% |
| Q3 2022 | $451,000 | -19.2% | 11,774 | -14.2% | 0.01% | -14.3% |
| Q2 2022 | $558,000 | -15.7% | 13,720 | +0.3% | 0.01% | 0.0% |
| Q1 2022 | $662,000 | -5.4% | 13,685 | +0.2% | 0.01% | 0.0% |
| Q4 2021 | $700,000 | +9.9% | 13,653 | +0.2% | 0.01% | 0.0% |
| Q3 2021 | $637,000 | +0.2% | 13,624 | +0.3% | 0.01% | +16.7% |
| Q2 2021 | $636,000 | +7.1% | 13,580 | +0.2% | 0.01% | -14.3% |
| Q1 2021 | $594,000 | -6.8% | 13,553 | -13.3% | 0.01% | 0.0% |
| Q4 2020 | $637,000 | +4.6% | 15,630 | -6.1% | 0.01% | -12.5% |
| Q3 2020 | $609,000 | +1.3% | 16,644 | -7.4% | 0.01% | -11.1% |
| Q2 2020 | $601,000 | +21.9% | 17,976 | +0.3% | 0.01% | +28.6% |
| Q1 2020 | $493,000 | -20.6% | 17,930 | +6.6% | 0.01% | -12.5% |
| Q4 2019 | $621,000 | +1.3% | 16,813 | -6.9% | 0.01% | -11.1% |
| Q3 2019 | $613,000 | +33.3% | 18,052 | +30.8% | 0.01% | +28.6% |
| Q2 2019 | $460,000 | +3.4% | 13,801 | +0.3% | 0.01% | 0.0% |
| Q1 2019 | $445,000 | +13.8% | 13,756 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $391,000 | -14.4% | 13,756 | +1.0% | 0.01% | 0.0% |
| Q3 2018 | $457,000 | +6.3% | 13,616 | +0.4% | 0.01% | 0.0% |
| Q2 2018 | $430,000 | +2.1% | 13,566 | +0.4% | 0.01% | 0.0% |
| Q1 2018 | $421,000 | +11.7% | 13,515 | +14.2% | 0.01% | 0.0% |
| Q4 2017 | $377,000 | +39.1% | 11,839 | +290.5% | 0.01% | +40.0% |
| Q3 2017 | $271,000 | +4.6% | 3,032 | +0.3% | 0.01% | 0.0% |
| Q2 2017 | $259,000 | +94.7% | 3,023 | +88.1% | 0.01% | +66.7% |
| Q1 2017 | $133,000 | +41.5% | 1,607 | +38.7% | 0.00% | +50.0% |
| Q4 2016 | $94,000 | +70.9% | 1,159 | +57.7% | 0.00% | +100.0% |
| Q3 2016 | $55,000 | +5.8% | 735 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $52,000 | -57.0% | 735 | -56.4% | 0.00% | -66.7% |
| Q1 2016 | $121,000 | +0.8% | 1,686 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $120,000 | +5.3% | 1,686 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $114,000 | -8.1% | 1,686 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $124,000 | -44.1% | 1,686 | -43.3% | 0.00% | -50.0% |
| Q1 2015 | $222,000 | +24.7% | 2,976 | +24.3% | 0.01% | +20.0% |
| Q4 2014 | $178,000 | – | 2,395 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Charter Oak Capital Management, LLC | 198,061 | $8,067,000 | 1.10% |
| Opes Wealth Management LLC | 9,125 | $372,000 | 0.15% |
| M Holdings Securities, Inc. | 35,850 | $1,460,000 | 0.15% |
| My Legacy Advisors, LLC | 6,348 | $264,000 | 0.13% |
| GPS Wealth Strategies Group, LLC | 6,151 | $251,000 | 0.06% |
| IFP Advisors, Inc | 21,240 | $1,619,000 | 0.05% |
| Institute for Wealth Management, LLC. | 5,019 | $204,000 | 0.04% |
| SPINNAKER TRUST | 10,810 | $440,000 | 0.03% |
| Capital Advisors, Ltd. LLC | 4,188 | $171,000 | 0.03% |
| CFS Investment Advisory Services, LLC | 4,974 | $203,000 | 0.03% |