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7 quarters

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

RAYMOND JAMES FINANCIAL INC holds 37,268 shares of WTMF (WISDOMTREE TR), worth $1.5M as of 2026-Q2. The position was decreased (-1.7% shares). WTMF represents 0.0% of RAYMOND JAMES FINANCIAL INC's portfolio.

Current Value

$1.5M

Current Shares

37,268

Total Value Change

-$508,851

Total Shares Change

-20,884

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
37,268
-1.7%
$1.5M0.0%$40.85
0
2026-Q1
Decreased
37,898
-39.8%
$1.5M0.0%$39.32
0
2025-Q4
Increased
62,973
+173.1%
$2.4M0.0%$38.27
42
2025-Q3
Decreased
23,059
-51.5%
$873,5930.0%$36.76
0
2025-Q2
Decreased
47,544
-20.2%
$1.7M0.0%$34.33
0
2025-Q1
Increased
59,547
+2.4%
$2M0.0%$33.31
27
2024-Q4
New
58,152
-
$2M0.0%$33.71
36

Other major holders of WTMF: MORGAN STANLEY

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