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DWMDWM
7 quarters

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

RAYMOND JAMES FINANCIAL INC holds 89,203 shares of DWM (WISDOMTREE TR), worth $6.5M as of 2026-Q2. The position was increased (+0.1% shares). DWM represents 0.0% of RAYMOND JAMES FINANCIAL INC's portfolio.

Current Value

$6.5M

Current Shares

89,203

Total Value Change

+$1.5M

Total Shares Change

-5,776

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
89,203
+0.1%
$6.5M0.0%$72.92
27
2026-Q1
Increased
89,090
+1.7%
$6.2M0.0%$68.59
28
2025-Q4
Increased
87,632
+1.9%
$6M0.0%$67.32
28
2025-Q3
Increased
86,026
+1.7%
$5.7M0.0%$64.40
27
2025-Q2
Increased
84,593
+1.3%
$5.4M0.0%$61.52
27
2025-Q1
Decreased
83,525
-12.1%
$4.9M0.0%$55.32
0
2024-Q4
First report
94,979
-
$5M0.0%$49.94
0

Other major holders of DWM: MORGAN STANLEY

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