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WTAIWTAI
7 quarters

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

RAYMOND JAMES FINANCIAL INC holds 181,413 shares of WTAI (WISDOMTREE TR), worth $8.6M as of 2026-Q2. The position was increased (+50.8% shares). WTAI represents 0.0% of RAYMOND JAMES FINANCIAL INC's portfolio.

Current Value

$8.6M

Current Shares

181,413

Total Value Change

+$1.9M

Total Shares Change

-125,637

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
181,413
+50.8%
$8.6M0.0%$47.47
38
2026-Q1
Decreased
120,316
-15.4%
$3.4M0.0%$28.79
0
2025-Q4
Increased
142,177
+21.7%
$4.1M0.0%$29.49
32
2025-Q3
Decreased
116,869
-9.4%
$3.3M0.0%$28.16
0
2025-Q2
Decreased
129,017
-25.0%
$3.2M0.0%$23.88
0
2025-Q1
Decreased
171,962
-44.0%
$3.3M0.0%$18.97
0
2024-Q4
New
307,050
-
$6.8M0.0%$21.77
38

Other major holders of WTAI: LPL Financial LLC, AMERIPRISE FINANCIAL INC

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