RAYMOND JAMES TRUST N.A. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is PUTW and the CUSIP is 97717X560. A total of 41 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
RAYMOND JAMES TRUST N.A. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,196,848
+114081.3%
71,512
+20.4%
0.06%
+16.1%
Q2 2023$1,924
+3.9%
59,376
-0.5%
0.06%
-5.1%
Q1 2023$1,852
+2.4%
59,662
-0.9%
0.06%
-3.3%
Q4 2022$1,809
-99.9%
60,224
-4.4%
0.06%
-12.9%
Q3 2022$1,878,000
-7.9%
62,968
-1.3%
0.07%
-4.1%
Q2 2022$2,038,000
-9.0%
63,7910.0%0.07%
+5.8%
Q1 2022$2,240,000
+104.4%
63,791
+100.9%
0.07%
+109.1%
Q4 2021$1,096,000
+0.6%
31,749
-5.1%
0.03%
-8.3%
Q3 2021$1,089,000
+0.5%
33,438
-2.0%
0.04%0.0%
Q2 2021$1,084,000
+273.8%
34,136
+254.9%
0.04%
+260.0%
Q1 2021$290,0009,6180.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Atlantic Private Wealth, LLC 9,908$3,412,0003.00%
Crabel Capital Management, LLC 405,440$13,992,0002.51%
Stratos Investment Management, LLC 143,068$4,937,0000.78%
Opes Wealth Management LLC 52,755$1,821,0000.57%
Truadvice, LLC 11,507$392,0000.37%
RHS Financial, LLC 15,141$523,0000.36%
MACROVIEW INVESTMENT MANAGEMENT LLC 3,995$138,0000.18%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 16,047$554,0000.15%
CARY STREET PARTNERS ASSET MANAGEMENT LLC 10,617$366,0000.08%
Klingman & Associates, LLC 14,685$507,0000.04%
View complete list of WISDOMTREE TR shareholders