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

WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 64 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Raymond James Financial Services Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$2,264,504
-36.1%
59,011
-34.0%
0.00%
-40.0%
Q1 2024$3,545,908
-75.9%
89,475
-76.3%
0.01%
-79.2%
Q4 2023$14,697,602
+4.6%
377,914
-2.7%
0.02%
-4.0%
Q3 2023$14,053,871
+5.1%
388,280
+7.2%
0.02%
+4.2%
Q2 2023$13,377,499
+6.1%
362,141
+8.1%
0.02%0.0%
Q1 2023$12,609,384
+593.2%
334,911
+560.4%
0.02%
+500.0%
Q4 2022$1,819,025
+8.9%
50,711
-7.9%
0.00%0.0%
Q3 2022$1,670,000
-11.4%
55,087
+1.1%
0.00%0.0%
Q2 2022$1,884,000
-11.0%
54,489
+2.3%
0.00%0.0%
Q1 2022$2,118,000
+1.7%
53,263
-1.0%
0.00%0.0%
Q4 2021$2,082,000
+2.0%
53,774
-0.2%
0.00%0.0%
Q3 2021$2,042,000
-2.8%
53,897
+1.6%
0.00%0.0%
Q2 2021$2,101,000
+4.2%
53,054
+3.4%
0.00%
-20.0%
Q1 2021$2,016,000
+56.2%
51,289
+48.8%
0.01%
+66.7%
Q4 2020$1,291,000
+18.8%
34,470
+4.4%
0.00%0.0%
Q3 2020$1,087,000
+347.3%
33,031
+347.9%
0.00%
+200.0%
Q2 2020$243,000
-74.6%
7,375
-71.4%
0.00%
-80.0%
Q4 2018$958,000
+8.6%
25,821
+22.3%
0.01%
+25.0%
Q3 2018$882,00021,1080.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
Providence Wealth Advisors, LLC 67,494$2,727,0002.51%
Evanson Asset Management, LLC 159,603$6,710,0001.32%
Beacon Pointe Advisors, LLC 29,421$1,235,0000.38%
LVM CAPITAL MANAGEMENT LTD/MI 40,138$1,687,0000.33%
Beacon Pointe Wealth Advisors, LLC 38,524$1,620,0000.30%
WealthPLAN Partners, LLC 57,160$2,363,0000.28%
Madrona Financial Services, LLC 9,053$381,0000.28%
PrairieView Partners, LLC 24,765$1,041,0000.22%
Linscomb Wealth, Inc. 76,453$3,214,0000.21%
Brinker Capital Investments, LLC 98,872$4,157,0000.14%
View complete list of WISDOMTREE TR shareholders