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EESEES
7 quarters

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

RAYMOND JAMES FINANCIAL INC holds 147,585 shares of EES (WISDOMTREE TR), worth $10M as of 2026-Q2. The position was decreased (-27.7% shares). EES represents 0.0% of RAYMOND JAMES FINANCIAL INC's portfolio.

Current Value

$10M

Current Shares

147,585

Total Value Change

+$4.8M

Total Shares Change

+51,477

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
147,585
-27.7%
$10M0.0%$67.79
0
2026-Q1
Increased
204,225
+17.2%
$11.9M0.0%$59.71
32
2025-Q4
Increased
174,318
+3.9%
$9.9M0.0%$57.34
29
2025-Q3
Increased
167,815
+57.2%
$9.4M0.0%$55.58
39
2025-Q2
Decreased
106,755
-0.5%
$5.4M0.0%$50.63
0
2025-Q1
Increased
107,310
+11.7%
$5.2M0.0%$48.38
30
2024-Q4
New
96,108
-
$5.2M0.0%$52.99
37

Other major holders of EES: Steward Partners Investment Advisory, LLC, UBS Group AG, MORGAN STANLEY

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