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

WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 32 filers reported holding WISDOMTREE TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Raymond James Financial Services Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$1,258,142
-0.1%
22,119
-2.7%
0.00%0.0%
Q1 2024$1,259,277
+11.5%
22,731
+0.9%
0.00%0.0%
Q4 2023$1,129,470
+22.1%
22,538
+11.5%
0.00%0.0%
Q3 2023$925,072
-1.9%
20,220
+0.1%
0.00%0.0%
Q2 2023$943,128
+8.5%
20,191
+1.5%
0.00%0.0%
Q1 2023$869,407
+5.4%
19,886
+0.3%
0.00%0.0%
Q4 2022$824,601
+5.6%
19,832
-2.6%
0.00%0.0%
Q3 2022$781,000
-5.7%
20,355
+0.3%
0.00%0.0%
Q2 2022$828,000
-18.7%
20,289
-3.6%
0.00%0.0%
Q1 2022$1,018,000
+0.4%
21,054
+4.5%
0.00%0.0%
Q4 2021$1,014,000
+9.7%
20,138
+0.3%
0.00%0.0%
Q3 2021$924,000
-0.2%
20,082
+0.3%
0.00%0.0%
Q2 2021$926,000
+1.9%
20,028
-4.5%
0.00%0.0%
Q1 2021$909,000
+8.3%
20,961
+0.4%
0.00%0.0%
Q4 2020$839,000
+12.8%
20,884
-0.5%
0.00%0.0%
Q3 2020$744,000
-4.4%
20,993
-10.5%
0.00%0.0%
Q2 2020$778,000
+4.4%
23,444
-11.6%
0.00%
-33.3%
Q1 2020$745,000
-9.7%
26,519
+17.9%
0.00%0.0%
Q4 2019$825,000
-3.1%
22,489
-11.3%
0.00%0.0%
Q3 2019$851,000
-11.3%
25,368
-13.1%
0.00%
-25.0%
Q2 2019$959,000
-85.6%
29,177
-86.0%
0.00%
-85.7%
Q1 2019$6,641,000
+16.7%
208,906
+3.5%
0.03%
-6.7%
Q4 2018$5,692,000
+650.9%
201,850
+769.7%
0.03%
+900.0%
Q3 2018$758,000
+23.9%
23,208
+16.3%
0.00%0.0%
Q2 2018$612,000
-0.3%
19,951
-1.2%
0.00%
-25.0%
Q1 2018$614,000
+2.7%
20,202
+5.0%
0.00%0.0%
Q4 2017$598,000
+7.2%
19,242
+200.0%
0.00%0.0%
Q3 2017$558,000
+4.5%
6,4140.0%0.00%0.0%
Q2 2017$534,000
+2.1%
6,4140.0%0.00%0.0%
Q1 2017$523,000
-0.8%
6,414
-5.9%
0.00%0.0%
Q4 2016$527,000
+1.5%
6,819
-4.2%
0.00%
-20.0%
Q3 2016$519,000
+8.6%
7,119
+3.7%
0.01%0.0%
Q2 2016$478,0000.0%6,8630.0%0.01%0.0%
Q1 2016$478,000
-78.7%
6,863
-78.8%
0.01%
-80.8%
Q4 2015$2,248,000
+14.6%
32,413
+8.2%
0.03%
-21.2%
Q3 2015$1,961,00029,9590.03%
Other shareholders
WISDOMTREE TR shareholders Q4 2015
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 1,682,287$84,716,00019.53%
JD Financial Services Inc. 281,271$14,165,00011.67%
BEACON FINANCIAL GROUP 651,219$33,062,0004.30%
WIN ADVISORS, INC 358,253$18,042,0004.13%
DAIDO LIFE INSURANCE CO 549,372$27,666,0001.53%
CGN Advisors LLC 85,568$4,309,0001.12%
Insight Advisors, LLC/ PA 74,598$3,757,0001.11%
Truadvice, LLC 23,282$1,129,0001.06%
IHT Wealth Management, LLC 285,063$14,356,0001.06%
Marietta Wealth Management, LLC 85,730$4,317,0000.87%
View complete list of WISDOMTREE TR shareholders