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

WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 379 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 2.1%.

Quarter-by-quarter ownership
Raymond James Financial Services Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$95,856,536
-15.2%
1,904,939
-15.2%
0.17%
-12.6%
Q2 2023$113,050,220
+62.7%
2,246,626
+62.6%
0.20%
+50.8%
Q1 2023$69,471,826
-23.6%
1,381,974
-23.6%
0.13%
-27.9%
Q4 2022$90,978,847
+7.4%
1,809,804
+7.5%
0.18%
-2.7%
Q3 2022$84,672,000
+149.7%
1,684,019
+150.0%
0.19%
+154.1%
Q2 2022$33,909,000
+147.7%
673,726
+147.5%
0.07%
+184.6%
Q1 2022$13,688,000272,2410.03%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
Summit Trail Advisors, LLC 19,575,035$985,015,76937.17%
MOULTON WEALTH MANAGEMENT, INC 371,735$18,705,69233.10%
SYKON CAPITAL LLC 778,869$39,192,68827.04%
Lunt Capital Management, Inc. 986,442$49,637,76126.79%
Mason & Associates Inc 1,549,739$77,982,84623.01%
STAPP WEALTH MANAGEMENT, PLLC 225,801$11,362,30622.50%
BIP Wealth, LLC 5,453,908$274,440,70822.45%
Carmel Capital Partners, LLC 740,113$37,242,46619.19%
Cardinal Point Capital Management ULC 1,248,979$62,848,57918.92%
Sanchez Wealth Management Group 839,185$42,227,74217.10%
View complete list of WISDOMTREE TR shareholders