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WTPIWTPI
7 quarters

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

RAYMOND JAMES FINANCIAL INC holds 298,239 shares of WTPI (WISDOMTREE TR), worth $9.8M as of 2026-Q2. The position was increased (+22.9% shares). WTPI represents 0.0% of RAYMOND JAMES FINANCIAL INC's portfolio.

Current Value

$9.8M

Current Shares

298,239

Total Value Change

+$5.3M

Total Shares Change

+162,544

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
298,239
+22.9%
$9.8M0.0%$32.14
33
2026-Q1
Increased
242,710
+145.7%
$7.7M0.0%$30.35
44
2025-Q4
Decreased
98,786
-41.2%
$3.3M0.0%$30.86
0
2025-Q3
Decreased
168,031
-1.0%
$5.6M0.0%$29.76
0
2025-Q2
Increased
169,661
+1.7%
$5.4M0.0%$27.81
27
2025-Q1
Increased
166,883
+23.0%
$5.2M0.0%$26.24
33
2024-Q4
New
135,695
-
$4.5M0.0%$26.97
37

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

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