RAYMOND JAMES TRUST N.A. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 187 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 4.09 and the average weighting 0.1%.

Quarter-by-quarter ownership
RAYMOND JAMES TRUST N.A. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$4,431,742
+96389.0%
112,196
+100.0%
0.13%
-0.8%
Q2 2023$4,593
-0.4%
56,0980.0%0.13%
-8.9%
Q1 2023$4,612
+17.5%
56,0980.0%0.15%
+10.6%
Q4 2022$3,925
-99.9%
56,0980.0%0.13%
+1.5%
Q3 2022$3,489,000
-5.1%
56,0980.0%0.13%
-1.5%
Q2 2022$3,677,000
-10.9%
56,0980.0%0.13%
+3.9%
Q1 2022$4,128,000
-8.2%
56,0980.0%0.13%
-5.2%
Q4 2021$4,497,000
+5.4%
56,0980.0%0.13%
-5.6%
Q3 2021$4,267,000
-0.2%
56,0980.0%0.14%0.0%
Q2 2021$4,277,000
+4.8%
56,0980.0%0.14%0.0%
Q1 2021$4,082,000
+9.8%
56,0980.0%0.14%0.0%
Q4 2020$3,719,000
+7.4%
56,0980.0%0.14%
-4.7%
Q3 2020$3,464,000
+1.7%
56,0980.0%0.15%
-9.7%
Q2 2020$3,406,000
+17.8%
56,098
-0.6%
0.16%
-3.5%
Q1 2020$2,892,000
-27.6%
56,443
-0.2%
0.17%
-10.0%
Q4 2019$3,992,000
-2.3%
56,557
-6.9%
0.19%
-10.0%
Q3 2019$4,087,000
+2.7%
60,736
+1.0%
0.21%
-3.7%
Q2 2019$3,979,000
+2.5%
60,134
-1.0%
0.22%
-2.2%
Q1 2019$3,881,000
+12.2%
60,727
-0.9%
0.22%
+0.9%
Q4 2018$3,458,000
-12.7%
61,277
-2.2%
0.22%
-0.4%
Q3 2018$3,963,000
+1.9%
62,679
+1.7%
0.22%
-5.9%
Q2 2018$3,891,00061,6180.24%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Permanens Capital L.P. 796,014$31,442,5535.38%
Hall Kathryn A. 201,820$7,971,8902.71%
RETIREMENT FINANCIAL SOLUTIONS, LLC 98,720$3,899,4482.63%
Sharper & Granite LLC 94,405$3,728,9982.16%
New Legacy Group, LLC 20,000$790,0002.16%
Private Portfolio Partners LLC 177,020$6,992,2701.81%
Sunesis Advisors, LLC 32,860$1,297,9700.92%
CONDOR CAPITAL MANAGEMENT 160,409$6,336,1640.78%
DHK Financial Advisors, Inc. 19,936$787,4730.70%
VALLEY WEALTH MANAGERS, INC. 127,127$5,021,5170.42%
View complete list of WISDOMTREE TR shareholders