Raymond James Financial Services Advisors, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WTMF and the CUSIP is 97717W125. A total of 34 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Raymond James Financial Services Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$973,989
+0.6%
27,6620.0%0.00%0.0%
Q2 2023$967,785
+8.9%
27,662
+4.4%
0.00%0.0%
Q1 2023$889,059
+6.4%
26,4930.0%0.00%0.0%
Q4 2022$835,458
-3.7%
26,493
+5.1%
0.00%0.0%
Q3 2022$868,000
-1.9%
25,2120.0%0.00%0.0%
Q2 2022$885,000
-26.0%
25,212
-24.2%
0.00%0.0%
Q1 2022$1,196,000
+39.2%
33,273
+37.2%
0.00%0.0%
Q4 2021$859,000
+1.2%
24,245
+17.0%
0.00%0.0%
Q3 2021$849,000
+0.7%
20,715
+1.7%
0.00%0.0%
Q2 2021$843,000
+45.6%
20,359
+36.9%
0.00%
+100.0%
Q1 2021$579,000
+4.9%
14,8700.0%0.00%0.0%
Q4 2020$552,000
+6.6%
14,870
+0.5%
0.00%0.0%
Q3 2020$518,000
+11.2%
14,800
+23.2%
0.00%
-66.7%
Q3 2017$466,000
-7.5%
12,015
-7.0%
0.00%0.0%
Q2 2017$504,000
+53.7%
12,921
+56.8%
0.00%
+50.0%
Q1 2017$328,000
+1.9%
8,243
+6.0%
0.00%
-33.3%
Q4 2016$322,000
-40.8%
7,774
-39.9%
0.00%
-40.0%
Q3 2016$544,000
-3.2%
12,932
-2.2%
0.01%0.0%
Q2 2016$562,000
-35.8%
13,228
-36.7%
0.01%
-50.0%
Q1 2016$875,000
-24.6%
20,897
-24.8%
0.01%
-28.6%
Q4 2015$1,161,00027,7760.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Empirical Asset Management, LLC 72,556$2,554,7272.23%
O'Dell Group, LLC 144,600$5,091,4061.55%
Cardinal Point Capital Management ULC 140,657$4,952,5751.30%
Cambria Investment Management, L.P. 420,635$14,810,6691.20%
KLR INVESTMENT ADVISORS, LLC 32,640$1,095,3531.00%
Avestar Capital, LLC 197,573$6,956,6050.99%
Austin Wealth Management, LLC 75,841$2,627,5040.81%
Twelve Points Wealth Management LLC 41,062$1,445,8010.72%
Endowment Wealth Management, Inc. 17,867$629,0870.56%
Truadvice, LLC 30,646$1,049,3220.41%
View complete list of WISDOMTREE TR shareholders