Back to RAYMOND JAMES FINANCIAL INC RAYMOND JAMES FINANCIAL INC

DGRSDGRS
7 quarters

Position history for RAYMOND JAMES FINANCIAL INCRAYMOND JAMES FINANCIAL INC's holdings in WISDOMTREE TR

Yes. Raymond James Financial holds 141,714 shares of DGRS, worth $8.4M, as of its Q2 2026 13F filing. It reduced the position by 85,250 shares (-37.6%) from Q1 2026. Raymond James Financial has held DGRS in every 13F on record since Q4 2024, 7 quarterly filings.

Current Value

$8.4M

Current Shares

141,714

Total Value Change

-$7.8M

Total Shares Change

-175,642

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
141,714
-37.6%
$8.4M0.0%$58.98
0
2026-Q1
Decreased
226,964
-45.7%
$12M0.0%$52.33
0
2025-Q4
Increased
418,229
+0.3%
$20.8M0.0%$48.85
28
2025-Q3
Increased
417,061
+1.7%
$20.8M0.0%$48.90
29
2025-Q2
Increased
410,117
+15.5%
$19.1M0.0%$45.21
33
2025-Q1
Increased
355,149
+11.9%
$16.5M0.0%$44.76
32
2024-Q4
First report
317,356
-
$16.3M0.0%$49.06
0

Other major holders of DGRS: LPL Financial LLC, MORGAN STANLEY

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used