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 | $185,566 | -37.4% | 4,201 | -34.9% | 0.00% | – |
| Q2 2023 | $296,229 | +3.4% | 6,450 | -2.9% | 0.00% | – |
| Q1 2023 | $286,371 | -5.3% | 6,643 | -9.8% | 0.00% | – |
| Q4 2022 | $302,351 | -39.9% | 7,362 | -44.1% | 0.00% | – |
| Q3 2022 | $503,000 | -6.2% | 13,173 | 0.0% | 0.00% | – |
| Q2 2022 | $536,000 | -22.3% | 13,173 | -7.8% | 0.00% | – |
| Q1 2022 | $690,000 | -5.0% | 14,283 | +1.0% | 0.00% | – |
| Q4 2021 | $726,000 | +9.3% | 14,148 | -0.4% | 0.00% | – |
| Q3 2021 | $664,000 | -23.8% | 14,207 | -23.8% | 0.00% | – |
| Q2 2021 | $871,000 | +6.0% | 18,636 | -0.4% | 0.00% | – |
| Q1 2021 | $822,000 | +23.2% | 18,708 | +14.5% | 0.00% | – |
| Q4 2020 | $667,000 | +11.9% | 16,346 | 0.0% | 0.00% | – |
| Q3 2020 | $596,000 | +5.7% | 16,346 | -2.9% | 0.00% | – |
| Q2 2020 | $564,000 | -19.3% | 16,837 | -33.9% | 0.00% | – |
| Q1 2020 | $699,000 | -65.2% | 25,478 | -53.2% | 0.00% | -100.0% |
| Q4 2019 | $2,008,000 | +7.7% | 54,386 | -1.1% | 0.00% | 0.0% |
| Q3 2019 | $1,865,000 | +0.4% | 55,013 | -1.2% | 0.00% | 0.0% |
| Q2 2019 | $1,857,000 | -4.7% | 55,665 | -7.7% | 0.00% | 0.0% |
| Q1 2019 | $1,948,000 | +10.9% | 60,337 | -2.3% | 0.00% | 0.0% |
| Q4 2018 | $1,756,000 | +68.4% | 61,761 | +98.5% | 0.00% | – |
| Q3 2018 | $1,043,000 | +4.0% | 31,120 | -1.9% | 0.00% | – |
| Q2 2018 | $1,003,000 | -2.6% | 31,708 | -4.1% | 0.00% | – |
| Q1 2018 | $1,030,000 | -2.7% | 33,079 | -0.5% | 0.00% | – |
| Q4 2017 | $1,059,000 | +14.0% | 33,244 | +220.3% | 0.00% | – |
| Q3 2017 | $929,000 | +3.9% | 10,380 | -0.7% | 0.00% | – |
| Q2 2017 | $894,000 | +2.5% | 10,458 | +0.2% | 0.00% | – |
| Q1 2017 | $872,000 | +4.2% | 10,433 | -0.5% | 0.00% | – |
| Q4 2016 | $837,000 | +10.1% | 10,490 | +3.4% | 0.00% | – |
| Q3 2016 | $760,000 | +3.0% | 10,147 | -2.4% | 0.00% | – |
| Q2 2016 | $738,000 | +166.4% | 10,395 | +168.1% | 0.00% | – |
| Q1 2016 | $277,000 | -22.0% | 3,878 | -22.3% | 0.00% | – |
| Q4 2015 | $355,000 | +0.3% | 4,994 | -4.7% | 0.00% | – |
| Q3 2015 | $354,000 | -7.8% | 5,240 | +0.6% | 0.00% | – |
| Q2 2015 | $384,000 | -96.0% | 5,208 | -96.0% | 0.00% | -100.0% |
| Q1 2015 | $9,662,000 | +118.8% | 129,812 | +118.6% | 0.00% | 0.0% |
| Q4 2014 | $4,415,000 | +18.9% | 59,387 | +13.2% | 0.00% | 0.0% |
| Q3 2014 | $3,714,000 | +14.2% | 52,444 | +14.0% | 0.00% | +100.0% |
| Q2 2014 | $3,251,000 | +5.6% | 46,017 | +1.2% | 0.00% | 0.0% |
| Q1 2014 | $3,080,000 | +11.5% | 45,455 | +9.9% | 0.00% | 0.0% |
| Q4 2013 | $2,763,000 | +21.6% | 41,352 | +10.5% | 0.00% | 0.0% |
| Q3 2013 | $2,273,000 | +216.1% | 37,417 | +202.2% | 0.00% | – |
| Q2 2013 | $719,000 | – | 12,383 | – | 0.00% | – |
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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% |