A detailed history of Raymond James Financial Inc transactions in Wisdom Tree Investments, Inc. stock. As of the latest transaction made, Raymond James Financial Inc holds 23,515 shares of WETF stock, worth $128,391. This represents 0.0% of its overall portfolio holdings.

Number of Shares
23,515
Previous 18,677 25.9%
Holding current value
$128,391
Previous $101,000 26.73%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

BUY
N/A
4,838 Added 25.9%
23,515 $128,000
Q1 2025

May 13, 2025

SELL
N/A
-387,269 Reduced 95.4%
18,677 $101,000
Q4 2024

Feb 06, 2025

BUY
N/A
405,946 New
405,946 $2.22 Million

Others Institutions Holding WETF

About WisdomTree Investments, Inc.


  • Ticker WETF
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 146,584,992
  • Market Cap $800M
  • Description
  • WisdomTree Investments, Inc., through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager. It offers ETFs in equities, currency, fixed income, and alternatives asset classes. The company also licenses its indexes to third parties for proprietary products, as well as offers a platform to promote the use of Wisd...
More about WETF
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