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

WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 86 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Raymond James Financial Services Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$5,908,972
+43.7%
176,651
+53.9%
0.01%
+57.1%
Q2 2023$4,112,046
+8.2%
114,797
+7.2%
0.01%0.0%
Q1 2023$3,800,031
+55.3%
107,134
+41.1%
0.01%
+40.0%
Q4 2022$2,447,315
-6.7%
75,943
-20.4%
0.01%
-16.7%
Q3 2022$2,622,000
-19.0%
95,372
-6.6%
0.01%
-14.3%
Q2 2022$3,236,000
-25.3%
102,117
-6.4%
0.01%
-12.5%
Q1 2022$4,333,000
+97.1%
109,084
+116.2%
0.01%
+100.0%
Q4 2021$2,198,000
+23.6%
50,452
+14.7%
0.00%0.0%
Q3 2021$1,779,000
-4.4%
43,976
-1.4%
0.00%0.0%
Q2 2021$1,860,000
+39.5%
44,621
+160.0%
0.00%
+33.3%
Q1 2021$1,333,000
+32.4%
17,165
+29.8%
0.00%0.0%
Q4 2020$1,007,000
+16.0%
13,224
+1.6%
0.00%
+50.0%
Q3 2020$868,000
-15.2%
13,022
-16.3%
0.00%
-33.3%
Q4 2019$1,023,000
+6.7%
15,554
-5.5%
0.00%0.0%
Q3 2019$959,000
-1.4%
16,466
-2.6%
0.00%
-25.0%
Q2 2019$973,000
+2.1%
16,906
-1.0%
0.00%0.0%
Q1 2019$953,000
+24.9%
17,085
+10.5%
0.00%0.0%
Q4 2018$763,000
+230.3%
15,464
+283.2%
0.00%
+300.0%
Q3 2018$231,000
+11.6%
4,035
+11.0%
0.00%0.0%
Q2 2018$207,0003,6340.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Adams Chetwood Wealth Management LLC 59,852$2,422,0001.75%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 72,634$2,938,0001.68%
ShoreHaven Wealth Partners, LLC 78,430$3,173,0001.65%
SENTINEL PENSION ADVISORS INC 71,149$2,879,0000.98%
Quantitative Advantage, LLC 110,983$4,490,0000.76%
Key FInancial Inc 31,983$1,294,0000.73%
HOWARD WEALTH MANAGEMENT, LLC 28,117$1,137,0000.64%
Secure Asset Management, LLC 31,828$1,288,0000.64%
LEVEL FOUR ADVISORY SERVICES, LLC 135,201$5,470,0000.57%
TFG Advisers LLC 29,013$1,174,0000.57%
View complete list of WISDOMTREE TR shareholders