RAYMOND JAMES & ASSOCIATES - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 240 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
RAYMOND JAMES & ASSOCIATES ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$9,179,106
-0.2%
325,500
+1.9%
0.01%0.0%
Q2 2023$9,196,399
+5.5%
319,430
+4.7%
0.01%0.0%
Q1 2023$8,715,599
+6.4%
305,168
+6.0%
0.01%0.0%
Q4 2022$8,188,969
+12.2%
287,941
+1.6%
0.01%
+14.3%
Q3 2022$7,297,000
-8.1%
283,500
+0.7%
0.01%
-12.5%
Q2 2022$7,944,000
-8.0%
281,505
+3.9%
0.01%
+14.3%
Q1 2022$8,638,000
+3.4%
271,051
+6.7%
0.01%0.0%
Q4 2021$8,350,000
+25.1%
254,112
+17.4%
0.01%
+16.7%
Q3 2021$6,674,000
+4.6%
216,474
+8.2%
0.01%0.0%
Q2 2021$6,380,000
+10.2%
200,056
+7.6%
0.01%0.0%
Q1 2021$5,792,000
+5.9%
185,926
-9.6%
0.01%0.0%
Q4 2020$5,471,000
+7.1%
205,671
-15.1%
0.01%0.0%
Q3 2020$5,107,000
-7.7%
242,271
-7.2%
0.01%
-14.3%
Q2 2020$5,531,000
+12.3%
261,165
-4.5%
0.01%
-12.5%
Q1 2020$4,927,000
-60.8%
273,430
-37.7%
0.01%
-50.0%
Q4 2019$12,584,000
-1.2%
438,762
-5.7%
0.02%
-11.1%
Q3 2019$12,732,000
-1.4%
465,166
-2.4%
0.02%
-5.3%
Q2 2019$12,919,000
+2.2%
476,523
+3.8%
0.02%0.0%
Q1 2019$12,642,000
+66.2%
459,022
+48.1%
0.02%
+46.2%
Q4 2018$7,605,000
-20.9%
310,011
-4.2%
0.01%
-13.3%
Q3 2018$9,614,000
+5.2%
323,605
+5.0%
0.02%0.0%
Q2 2018$9,137,000
+46.9%
308,157
+35.8%
0.02%
+36.4%
Q1 2018$6,220,000
-12.4%
226,988
-7.2%
0.01%
-15.4%
Q4 2017$7,102,000
+4.3%
244,481
+201.7%
0.01%
-7.1%
Q3 2017$6,809,000
-44.8%
81,022
-47.1%
0.01%
-48.1%
Q2 2017$12,335,000
+6.9%
153,278
+7.1%
0.03%0.0%
Q1 2017$11,534,000
+11.0%
143,075
+14.0%
0.03%0.0%
Q4 2016$10,387,000
+69.7%
125,554
+54.3%
0.03%
+58.8%
Q3 2016$6,122,000
+29.3%
81,354
+23.1%
0.02%
+13.3%
Q2 2016$4,736,000
+654.1%
66,089
+623.6%
0.02%
+650.0%
Q1 2016$628,000
-4.6%
9,133
-9.8%
0.00%0.0%
Q4 2015$658,000
+3.5%
10,130
+0.3%
0.00%
-33.3%
Q3 2015$636,000
-17.7%
10,103
-15.1%
0.00%
-25.0%
Q3 2014$773,000
-36.0%
11,906
-31.0%
0.00%
-42.9%
Q2 2014$1,208,000
+3.5%
17,248
+0.9%
0.01%
-12.5%
Q1 2014$1,167,000
+13.7%
17,098
+13.0%
0.01%0.0%
Q4 2013$1,026,000
-12.1%
15,135
-18.8%
0.01%
-20.0%
Q3 2013$1,167,000
+83.2%
18,628
+70.6%
0.01%
+66.7%
Q2 2013$637,00010,9210.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2020
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 287,741$8,1143.62%
Del-Sette Capital Management, LLC 125,124$3,528,5053.47%
H&H Retirement Design & Management INC 156,355$4,293,5052.97%
Melone Private Wealth, LLC 136,079$3,837,4412.74%
HC Advisors, LLC 155,534$4,386,0592.61%
Kades & Cheifetz LLC 112,692$3,177,9252.52%
VAUGHAN & Co SECURITIES, INC. 97,323$2,744,4982.04%
INVENIO WEALTH PARTNERS LLC 67,319$1,898,3961.73%
DB Wealth Management Group, LLC 90,340$2,547,5771.61%
Key FInancial Inc 146,897$4,142,5061.40%
View complete list of WISDOMTREE TR shareholders