WISDOMTREE TR's ticker is RESP and the CUSIP is 97717W596. A total of 25 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $417 | -8.6% | 9,443 | -4.8% | 0.00% | 0.0% |
| Q2 2023 | $456 | -12.3% | 9,923 | -17.9% | 0.00% | 0.0% |
| Q1 2023 | $520 | -1.1% | 12,082 | -5.8% | 0.00% | 0.0% |
| Q4 2022 | $526 | -99.9% | 12,821 | +7.6% | 0.00% | 0.0% |
| Q3 2022 | $455,000 | -5.6% | 11,916 | +0.5% | 0.00% | 0.0% |
| Q2 2022 | $482,000 | -15.3% | 11,856 | +0.5% | 0.00% | 0.0% |
| Q1 2022 | $569,000 | -8.4% | 11,792 | -2.7% | 0.00% | 0.0% |
| Q4 2021 | $621,000 | +6.5% | 12,115 | -3.0% | 0.00% | 0.0% |
| Q3 2021 | $583,000 | -5.4% | 12,492 | -5.3% | 0.00% | -50.0% |
| Q2 2021 | $616,000 | +9.6% | 13,187 | +3.0% | 0.00% | 0.0% |
| Q1 2021 | $562,000 | +7.9% | 12,800 | +0.2% | 0.00% | 0.0% |
| Q4 2020 | $521,000 | +7.0% | 12,779 | -4.4% | 0.00% | 0.0% |
| Q3 2020 | $487,000 | +8.9% | 13,367 | +0.2% | 0.00% | 0.0% |
| Q2 2020 | $447,000 | +20.8% | 13,337 | -1.1% | 0.00% | 0.0% |
| Q1 2020 | $370,000 | -29.0% | 13,492 | -4.5% | 0.00% | 0.0% |
| Q4 2019 | $521,000 | +11.6% | 14,123 | +2.3% | 0.00% | 0.0% |
| Q3 2019 | $467,000 | +2.0% | 13,802 | +0.4% | 0.00% | 0.0% |
| Q2 2019 | $458,000 | +1.3% | 13,744 | -1.9% | 0.00% | 0.0% |
| Q1 2019 | $452,000 | +0.4% | 14,013 | -11.5% | 0.00% | 0.0% |
| Q4 2018 | $450,000 | -14.3% | 15,841 | +1.0% | 0.00% | -33.3% |
| Q3 2018 | $525,000 | +7.4% | 15,691 | +1.6% | 0.00% | 0.0% |
| Q2 2018 | $489,000 | +7.9% | 15,447 | +6.1% | 0.00% | +50.0% |
| Q1 2018 | $453,000 | +69.0% | 14,553 | +73.1% | 0.00% | +100.0% |
| Q4 2017 | $268,000 | – | 8,408 | – | 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% |