RAYMOND JAMES & ASSOCIATES - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 257 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 1.12 and the average weighting 0.2%.

Quarter-by-quarter ownership
RAYMOND JAMES & ASSOCIATES ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$13,432,834
-3.1%
358,400
-1.0%
0.01%0.0%
Q2 2023$13,858,186
-1.1%
362,116
-2.2%
0.01%
-8.3%
Q1 2023$14,018,280
+14.6%
370,266
+7.9%
0.01%
+9.1%
Q4 2022$12,234,308
+5.4%
343,275
-3.8%
0.01%
-8.3%
Q3 2022$11,612,000
-17.2%
356,968
-5.7%
0.01%
-14.3%
Q2 2022$14,022,000
-13.4%
378,670
+2.4%
0.01%0.0%
Q1 2022$16,183,000
-0.6%
369,823
-1.6%
0.01%
+7.7%
Q4 2021$16,278,000
+163.7%
375,766
+165.6%
0.01%
+116.7%
Q3 2021$6,174,000
+4.8%
141,497
+9.7%
0.01%
+20.0%
Q2 2021$5,893,000
+12.9%
128,995
+9.7%
0.01%0.0%
Q1 2021$5,218,000
+38.0%
117,637
+28.0%
0.01%
+25.0%
Q4 2020$3,781,000
+9.9%
91,912
-5.9%
0.00%0.0%
Q3 2020$3,441,000
-12.3%
97,650
-10.1%
0.00%
-20.0%
Q2 2020$3,923,000
-34.2%
108,574
-41.3%
0.01%
-44.4%
Q1 2020$5,963,000
-40.9%
184,888
-16.1%
0.01%
-30.8%
Q4 2019$10,085,000
+19.3%
220,350
+7.7%
0.01%
+8.3%
Q3 2019$8,455,000
-27.8%
204,675
-21.9%
0.01%
-29.4%
Q2 2019$11,711,000
+14.0%
262,215
+11.9%
0.02%
+6.2%
Q1 2019$10,276,000
+56.4%
234,389
+43.2%
0.02%
+45.5%
Q4 2018$6,571,000
-17.3%
163,661
-10.1%
0.01%
-8.3%
Q3 2018$7,946,000
+4.3%
181,966
+2.4%
0.01%
-7.7%
Q2 2018$7,621,000
-46.7%
177,760
-40.6%
0.01%
-50.0%
Q1 2018$14,306,000
+21.0%
299,158
+14.8%
0.03%
+18.2%
Q4 2017$11,821,000
+20.6%
260,656
+14.4%
0.02%
+10.0%
Q3 2017$9,798,000
-28.3%
227,870
-31.7%
0.02%
-33.3%
Q2 2017$13,668,000
+31.9%
333,440
+31.4%
0.03%
+25.0%
Q1 2017$10,362,000
+41.4%
253,663
+29.3%
0.02%
+26.3%
Q4 2016$7,326,000
-0.2%
196,206
+0.4%
0.02%
-5.0%
Q3 2016$7,343,000
+48.9%
195,438
+40.3%
0.02%
+33.3%
Q2 2016$4,932,000
+41.0%
139,255
+38.6%
0.02%
+25.0%
Q1 2016$3,499,000
+75.7%
100,466
+59.6%
0.01%
+71.4%
Q4 2015$1,991,000
+5.0%
62,931
+11.1%
0.01%
-12.5%
Q3 2015$1,896,000
-42.8%
56,637
-25.7%
0.01%
-38.5%
Q2 2015$3,312,000
-15.7%
76,268
-17.5%
0.01%
-23.5%
Q1 2015$3,929,000
+34.9%
92,443
+33.8%
0.02%
+21.4%
Q4 2014$2,912,000
-63.3%
69,070
-58.4%
0.01%
-69.6%
Q3 2014$7,928,000
-21.7%
165,929
-15.0%
0.05%
-25.8%
Q2 2014$10,125,000
+35.4%
195,323
+28.1%
0.06%
+21.6%
Q1 2014$7,480,000
+6.7%
152,438
+11.0%
0.05%
-3.8%
Q4 2013$7,010,000
+28.1%
137,370
+29.7%
0.05%
+12.8%
Q3 2013$5,473,000
+42.1%
105,885
+32.9%
0.05%
+30.6%
Q2 2013$3,851,00079,6750.04%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
All Season Financial Advisors, Inc. 65,967$2,443,0002.09%
ASPIRIANT, LLC 1,016,096$37,625,0001.82%
FUKOKU MUTUAL LIFE INSURANCE Co 458,000$16,960,0001.44%
AVANTAX ADVISORY SERVICES, INC. 2,133,738$79,012,0001.19%
JNBA Financial Advisors 205,168$7,597,0001.15%
Eagle Strategies LLC 80,790$2,992,0001.09%
VAUGHAN & Co SECURITIES, INC. 35,403$1,311,0001.05%
Cornerstone Capital, Inc. 209,495$7,758,0000.99%
Karp Capital Management Corp 149,890$5,550,0000.98%
McNamara Financial Services, Inc. 90,335$3,345,0000.95%
View complete list of WISDOMTREE TR shareholders