RAYMOND JAMES TRUST N.A. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 169 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is 13.84 and the average weighting 0.1%.

Quarter-by-quarter ownership
RAYMOND JAMES TRUST N.A. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$8,394,253
+105130.7%
95,119
-0.7%
0.25%
+7.8%
Q2 2023$7,977
+18.0%
95,823
+0.3%
0.23%
+7.9%
Q1 2023$6,758
+10.6%
95,553
+0.5%
0.21%
+3.9%
Q4 2022$6,112
-99.9%
95,0730.0%0.21%
-5.9%
Q3 2022$5,864,000
-1.2%
95,0730.0%0.22%
+3.3%
Q2 2022$5,935,000
-2.5%
95,0730.0%0.21%
+13.4%
Q1 2022$6,087,000
+2.4%
95,0730.0%0.19%
+5.6%
Q4 2021$5,946,000
-1.0%
95,0730.0%0.18%
-11.5%
Q3 2021$6,005,000
+3.5%
95,0730.0%0.20%
+3.6%
Q2 2021$5,801,000
-0.5%
95,0730.0%0.19%
-4.9%
Q1 2021$5,832,000
+12.7%
95,0730.0%0.20%
+2.5%
Q4 2020$5,174,000
+11.1%
95,0730.0%0.20%
-1.5%
Q3 2020$4,659,000
+4.1%
95,073
-0.1%
0.20%
-6.9%
Q2 2020$4,475,000
+11.5%
95,1770.0%0.22%
-8.9%
Q1 2020$4,012,000
-21.6%
95,1770.0%0.24%
-2.9%
Q4 2019$5,119,000
+0.5%
95,177
-5.7%
0.24%
-7.2%
Q3 2019$5,092,000
+3.1%
100,902
-0.5%
0.26%
-3.3%
Q2 2019$4,941,000
-3.8%
101,4520.0%0.27%
-8.1%
Q1 2019$5,134,000
+9.1%
101,452
-0.0%
0.30%
-2.3%
Q4 2018$4,707,000
-19.9%
101,4660.0%0.30%
-8.5%
Q3 2018$5,880,000
+5.3%
101,466
-1.9%
0.33%
-2.6%
Q2 2018$5,582,000
-3.7%
103,416
-0.1%
0.34%
-15.0%
Q1 2018$5,799,000
-5.0%
103,533
+0.7%
0.40%
-2.7%
Q4 2017$6,103,000
+8.1%
102,863
-0.4%
0.41%
+1.7%
Q3 2017$5,648,000
+5.6%
103,260
+0.3%
0.40%
+1.0%
Q2 2017$5,351,000
+2.5%
102,910
-0.3%
0.40%
+0.8%
Q1 2017$5,223,000
+2.1%
103,188
-0.0%
0.40%
-2.7%
Q4 2016$5,114,000
+1780.1%
103,226
+1801.7%
0.41%
+1532.0%
Q4 2015$272,000
-34.5%
5,428
-36.4%
0.02%
-46.8%
Q3 2015$415,000
-23.4%
8,529
-10.0%
0.05%
-17.5%
Q2 2015$542,000
-13.6%
9,477
-16.7%
0.06%
-14.9%
Q1 2015$627,000
+11.6%
11,374
-0.4%
0.07%
+11.7%
Q4 2014$562,000
+38.1%
11,420
+46.8%
0.06%
+27.7%
Q3 2014$407,000
+2.8%
7,777
-3.2%
0.05%
+4.4%
Q2 2014$396,000
-10.6%
8,034
-14.1%
0.04%
-18.2%
Q1 2014$443,000
+25.5%
9,354
+34.4%
0.06%
+19.6%
Q4 2013$353,000
-32.9%
6,959
-39.7%
0.05%
-46.5%
Q2 2013$526,00011,5450.09%
Other shareholders
WISDOMTREE TR shareholders Q3 2020
NameSharesValueWeighting ↓
Permanens Capital L.P. 596,645$52,653,9219.00%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 319,288$28,177,1665.96%
Black Swift Group, LLC 118,965$10,498,6613.43%
Smart Money Group LLC 80,483$7,102,6683.37%
Sharper & Granite LLC 65,120$5,746,8413.34%
Ayalon Insurance Comp Ltd. 77,787$6,8652.90%
First International Bank & Trust 84,063$7,418,5602.67%
Adams Wealth Management 70,308$6,204,6812.10%
MANCHESTER FINANCIAL INC 75,364$6,650,8411.95%
Bedell Frazier Investment Counselling, LLC 71,965$6,350,9121.90%
View complete list of WISDOMTREE TR shareholders