RAYMOND JAMES TRUST N.A. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 109 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
RAYMOND JAMES TRUST N.A. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2020$279,000
+14.3%
3,7850.0%0.01%
-7.1%
Q1 2020$244,000
-36.6%
3,785
-9.1%
0.01%
-22.2%
Q4 2019$385,000
-3.0%
4,163
-8.3%
0.02%
-10.0%
Q3 2019$397,000
+2.1%
4,5410.0%0.02%
-4.8%
Q2 2019$389,000
+0.3%
4,5410.0%0.02%
-4.5%
Q1 2019$388,000
+9.6%
4,541
-1.3%
0.02%
-4.3%
Q4 2018$354,000
-16.5%
4,600
-1.8%
0.02%
-4.2%
Q3 2018$424,000
+4.2%
4,6840.0%0.02%
-4.0%
Q2 2018$407,000
+2.8%
4,6840.0%0.02%
-7.4%
Q1 2018$396,000
-29.3%
4,684
-26.1%
0.03%
-28.9%
Q4 2017$560,000
+41.8%
6,340
+35.4%
0.04%
+35.7%
Q3 2017$395,000
+0.5%
4,684
-2.0%
0.03%
-3.4%
Q2 2017$393,000
-0.5%
4,7790.0%0.03%
-3.3%
Q1 2017$395,000
+1.0%
4,779
-1.9%
0.03%
-3.2%
Q4 2016$391,000
+2.1%
4,8700.0%0.03%
-6.1%
Q3 2016$383,000
+2.1%
4,8700.0%0.03%0.0%
Q2 2016$375,000
-5.1%
4,870
-7.1%
0.03%
-10.8%
Q1 2016$395,000
+7.3%
5,2440.0%0.04%
+8.8%
Q4 2015$368,000
+4.2%
5,2440.0%0.03%
-15.0%
Q3 2015$353,000
-8.5%
5,2440.0%0.04%
-2.4%
Q2 2015$386,000
-3.3%
5,2440.0%0.04%
-4.7%
Q1 2015$399,000
+69.1%
5,244
+70.0%
0.04%
+72.0%
Q4 2014$236,0003,0840.02%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Noble Family Wealth, LLC 84,555$7,522,2252.54%
Jaffetilchin Investment Partners, LLC 85,960$7,647,2390.84%
WealthBridge Capital Management, LLC 20,935$1,862,3920.77%
White Pine Investment CO 20,475$1,8220.64%
Salomon & Ludwin, LLC 63,594$5,657,4810.59%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 27,975$2,488,7260.49%
Westside Investment Management, Inc. 18,225$1,621,3480.47%
Traverso Chambers Private Wealth Management, LLC 16,491$1,467,0940.39%
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 4,901$436,0050.38%
Well Done, LLC 18,285$1,626,6810.36%
View complete list of WISDOMTREE TR shareholders