RAYMOND JAMES TRUST N.A. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 132 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
RAYMOND JAMES TRUST N.A. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$299,263
+95817.6%
5,8980.0%0.01%0.0%
Q2 2023$312
+14.7%
5,898
+7.9%
0.01%0.0%
Q1 2023$272
-30.4%
5,464
-32.1%
0.01%
-30.8%
Q4 2022$391
-99.8%
8,051
+55.7%
0.01%
+30.0%
Q4 2019$218,0005,1700.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
3D/L Capital Management, LLC 458,973$22,315,2826.00%
Great Point Wealth Advisors, LLC 206,071$10,019,1703.36%
THEORY FINANCIAL LLC 69,922$3,399,6082.25%
Consolidated Planning Corp 112,442$5,466,9531.51%
Oxler Private Wealth LLC 38,566$1,875,0801.01%
Clearwater Capital Advisors, LLC 155,288$7,550,1030.98%
Breakwater Capital Group 26,266$1,277,0530.67%
Aurora Private Wealth, Inc. 11,884$5780.66%
CULBERTSON A N & CO INC 50,222$2,441,7740.51%
Stratos Wealth Partners, LTD. 387,245$18,827,8780.48%
View complete list of WISDOMTREE TR shareholders