RAYMOND JAMES TRUST N.A. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is PUTW and the CUSIP is 97717X560. A total of 1 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

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 Q4 2023
NameSharesValueWeighting ↓
Crabel Capital Management, LLC 405,440$12,45510.02%
Global Wealth Strategies & Associates 180,662$5,549,9242.59%
Stratos Investment Management, LLC 268,035$8,234,0601.23%
Opes Wealth Management LLC 78,326$2,406,1970.67%
KLR INVESTMENT ADVISORS, LLC 21,078$654,2610.60%
Avestar Capital, LLC 93,805$2,881,6900.41%
Atlantic Private Wealth, LLC 9,908$304,3740.31%
Private Capital Management, LLC 30,608$940,2680.11%
MACROVIEW INVESTMENT MANAGEMENT LLC 1,666$51,1820.07%
RAYMOND JAMES TRUST N.A. 71,512$2,196,8480.06%
View complete list of WISDOMTREE TR shareholders