RAYMOND JAMES & ASSOCIATES - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 65 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
RAYMOND JAMES & ASSOCIATES ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$215,144
+5.1%
5,944
+7.2%
0.00%
Q2 2023$204,795
-19.7%
5,544
-18.1%
0.00%
Q1 2023$255,003
-7.6%
6,773
-2.5%
0.00%
Q1 2022$276,000
+1.5%
6,944
-1.1%
0.00%
Q4 2021$272,000
+27.7%
7,019
+25.1%
0.00%
Q3 2021$213,000
-7.8%
5,611
-3.9%
0.00%
Q2 2021$231,000
-1.3%
5,840
-1.9%
0.00%
Q1 2021$234,000
-9.7%
5,955
-24.2%
0.00%
Q2 2020$259,000
+17.2%
7,859
+5.0%
0.00%
Q1 2020$221,000
-60.8%
7,486
-44.2%
0.00%
-100.0%
Q4 2019$564,000
+8.0%
13,407
+0.1%
0.00%0.0%
Q3 2019$522,000
+4.6%
13,387
+8.3%
0.00%0.0%
Q2 2019$499,000
+2.0%
12,360
+1.7%
0.00%0.0%
Q1 2019$489,000
+109.9%
12,149
+117.9%
0.00%
Q3 2018$233,000
+7.9%
5,575
+6.9%
0.00%
Q2 2018$216,000
-4.0%
5,216
+0.9%
0.00%
Q1 2018$225,000
+0.4%
5,170
+0.8%
0.00%
Q3 2017$224,000
+5.2%
5,129
+0.3%
0.00%
Q2 2017$213,000
-5.8%
5,112
-8.3%
0.00%
-100.0%
Q1 2017$226,000
+6.6%
5,577
+0.3%
0.00%0.0%
Q4 2016$212,000
-35.6%
5,563
-38.4%
0.00%0.0%
Q2 2016$329,000
-24.7%
9,026
-22.7%
0.00%
-50.0%
Q3 2015$437,000
-5.8%
11,676
+6.2%
0.00%0.0%
Q2 2015$464,00010,9950.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Providence Wealth Advisors, LLC 67,494$2,727,0002.51%
Evanson Asset Management, LLC 159,603$6,710,0001.32%
Beacon Pointe Advisors, LLC 29,421$1,235,0000.38%
LVM CAPITAL MANAGEMENT LTD/MI 40,138$1,687,0000.33%
Beacon Pointe Wealth Advisors, LLC 38,524$1,620,0000.30%
WealthPLAN Partners, LLC 57,160$2,363,0000.28%
Madrona Financial Services, LLC 9,053$381,0000.28%
PrairieView Partners, LLC 24,765$1,041,0000.22%
Linscomb Wealth, Inc. 76,453$3,214,0000.21%
Brinker Capital Investments, LLC 98,872$4,157,0000.14%
View complete list of WISDOMTREE TR shareholders