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

WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 137 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 5.17 and the average weighting 0.2%.

Quarter-by-quarter ownership
Raymond James Financial Services Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$489,488
-17.7%
16,520
-11.9%
0.00%0.0%
Q2 2023$594,565
-18.9%
18,756
-24.0%
0.00%0.0%
Q1 2023$732,758
+12.8%
24,672
-4.7%
0.00%0.0%
Q4 2022$649,572
-68.9%
25,900
-66.9%
0.00%
-80.0%
Q3 2022$2,087,000
-6.9%
78,271
-2.1%
0.01%0.0%
Q2 2022$2,241,000
-28.5%
79,952
+4.3%
0.01%
-16.7%
Q1 2022$3,135,000
-35.9%
76,663
-18.7%
0.01%
-33.3%
Q4 2021$4,892,000
-0.4%
94,335
+10.7%
0.01%
-10.0%
Q3 2021$4,910,000
+2.5%
85,212
-0.5%
0.01%0.0%
Q2 2021$4,788,000
-26.0%
85,673
-36.2%
0.01%
-33.3%
Q1 2021$6,469,000
-0.8%
134,319
+10.3%
0.02%
-6.2%
Q4 2020$6,523,000
+58.6%
121,744
+26.4%
0.02%
+33.3%
Q3 2020$4,114,000
+9.6%
96,289
-0.1%
0.01%0.0%
Q2 2020$3,755,00096,3910.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 192,409$11,086,0002.78%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 75,517$4,742,0002.12%
ALBION FINANCIAL GROUP /UT 409,138$23,575,0002.06%
NORTHSTAR ASSET MANAGEMENT Co LLC 133,071$7,668,0002.01%
Orca Investment Management, LLC 39,431$2,272,0001.99%
Clarity Wealth Advisors, LLC 69,796$4,021,0001.98%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 385,098$22,189,0001.59%
STRATEGIC WEALTH MANAGEMENT INC 52,563$3,029,0001.57%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 143,639$8,276,0001.51%
Joseph P. Lucia & Associates, LLC 44,016$2,536,0001.50%
View complete list of WISDOMTREE TR shareholders