RAYMOND JAMES TRUST N.A. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 241 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 0.3%.

Quarter-by-quarter ownership
RAYMOND JAMES TRUST N.A. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$203,660
+101223.4%
7,222
+3.5%
0.01%0.0%
Q2 2023$201
-32.8%
6,978
-33.4%
0.01%
-33.3%
Q1 2023$299
+21.5%
10,478
+21.1%
0.01%
+12.5%
Q4 2022$246
-99.9%
8,6510.0%0.01%0.0%
Q3 2022$223,000
-31.6%
8,651
-25.0%
0.01%
-33.3%
Q2 2022$326,000
-11.2%
11,5370.0%0.01%
+9.1%
Q1 2022$367,000
-1.3%
11,537
+1.8%
0.01%0.0%
Q4 2021$372,000
+11.4%
11,337
+4.6%
0.01%0.0%
Q3 2021$334,000
-17.7%
10,838
-15.0%
0.01%
-15.4%
Q2 2021$406,000
+1.8%
12,751
-0.3%
0.01%
-7.1%
Q1 2021$399,000
-7.9%
12,795
-21.5%
0.01%
-17.6%
Q4 2020$433,000
+31.2%
16,290
+4.2%
0.02%
+21.4%
Q3 2020$330,000
-15.6%
15,636
-15.3%
0.01%
-26.3%
Q2 2020$391,000
+9.5%
18,455
-6.8%
0.02%
-9.5%
Q1 2020$357,000
-37.7%
19,805
-0.9%
0.02%
-22.2%
Q4 2019$573,000
+8.7%
19,987
+3.7%
0.03%0.0%
Q3 2019$527,0000.0%19,267
-0.9%
0.03%
-6.9%
Q2 2019$527,000
+6.0%
19,451
+7.9%
0.03%0.0%
Q1 2019$497,000
+11.9%
18,030
-0.4%
0.03%0.0%
Q4 2018$444,000
-22.2%
18,100
-5.9%
0.03%
-9.4%
Q3 2018$571,000
+7.3%
19,225
+7.0%
0.03%0.0%
Q2 2018$532,000
-3.3%
17,959
-10.5%
0.03%
-15.8%
Q1 2018$550,000
+4.8%
20,070
+11.2%
0.04%
+8.6%
Q4 2017$525,000
-13.2%
18,045
+150.8%
0.04%
-18.6%
Q3 2017$605,000
+6.5%
7,195
+2.0%
0.04%
+2.4%
Q2 2017$568,0000.0%7,0520.0%0.04%
-2.3%
Q1 2017$568,000
+181.2%
7,052
+187.5%
0.04%
+168.8%
Q4 2016$202,0002,4530.02%
Other shareholders
WISDOMTREE TR shareholders Q2 2020
NameSharesValueWeighting ↓
Cranberry Lake Advisors LLC 341,265$9,351,00019.28%
EisnerAmper Wealth Management Corporate Benefits, LLC 313,153$8,580,0007.20%
Starfire Investment Advisers, Inc. 326,609$8,949,0004.66%
Seneca House Advisors 145,267$3,980,0003.33%
CAPITAL WEALTH MANAGEMENT, LLC 125,031$3,426,0003.21%
Fluent Financial, LLC 143,748$3,920,0002.72%
Opus Capital Group, LLC 378,738$10,378,0002.61%
HC FINANCIAL ADVISORS INC 79,575$2,180,0002.15%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 112,073$3,071,0002.03%
Private Vista, LLC 233,709$6,404,0001.87%
View complete list of WISDOMTREE TR shareholders