A detailed history of Raymond James Financial Services Advisors, Inc. transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Raymond James Financial Services Advisors, Inc. holds 493,443 shares of DES stock, worth $17.7 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
493,443
Previous 447,539 10.26%
Holding current value
$17.7 Million
Previous $13.9 Million 22.08%
% of portfolio
0.02%
Previous 0.02%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$30.61 - $34.92 $1.41 Million - $1.6 Million
45,904 Added 10.26%
493,443 $17 Million
Q2 2024

Jul 19, 2024

BUY
$30.34 - $32.53 $6,705 - $7,189
221 Added 0.05%
447,539 $13.9 Million
Q1 2024

Apr 22, 2024

SELL
$30.25 - $32.68 $2.45 Million - $2.65 Million
-81,101 Reduced 15.35%
447,318 $14.6 Million
Q4 2023

Jan 16, 2024

BUY
$26.55 - $32.72 $441,606 - $544,231
16,633 Added 3.25%
528,419 $17 Million
Q3 2023

Oct 24, 2023

BUY
$27.79 - $30.65 $1.23 Million - $1.35 Million
44,112 Added 9.43%
511,786 $14.4 Million
Q2 2023

Jul 25, 2023

BUY
$26.6 - $29.16 $340,081 - $372,810
12,785 Added 2.81%
467,674 $13.5 Million
Q1 2023

Apr 14, 2023

BUY
$27.3 - $32.13 $1.29 Million - $1.51 Million
47,145 Added 11.56%
454,889 $13 Million
Q4 2022

Feb 08, 2023

BUY
$26.29 - $30.5 $623,782 - $723,673
23,727 Added 6.18%
407,744 $11.6 Million
Q3 2022

Oct 25, 2022

BUY
$25.74 - $31.54 $2.07 Million - $2.53 Million
80,346 Added 26.46%
384,017 $9.89 Million
Q2 2022

Aug 12, 2022

SELL
$27.57 - $32.14 $140,772 - $164,106
-5,106 Reduced 1.65%
303,671 $8.57 Million
Q1 2022

May 11, 2022

BUY
$30.79 - $33.49 $24,724 - $26,892
803 Added 0.26%
308,777 $9.84 Million
Q4 2021

Feb 08, 2022

BUY
$30.94 - $33.79 $13,273 - $14,495
429 Added 0.14%
307,974 $10.1 Million
Q3 2021

Nov 02, 2021

SELL
$30.22 - $32.27 $187,092 - $199,783
-6,191 Reduced 1.97%
307,545 $9.48 Million
Q2 2021

Aug 11, 2021

SELL
$31.27 - $33.51 $1.4 Million - $1.5 Million
-44,738 Reduced 12.48%
313,736 $10 Million
Q1 2021

May 14, 2021

BUY
$26.31 - $32.55 $1.55 Million - $1.92 Million
59,069 Added 19.73%
358,474 $11.2 Million
Q4 2020

Feb 12, 2021

SELL
$21.26 - $26.81 $5.6 Million - $7.07 Million
-263,565 Reduced 46.82%
299,405 $7.96 Million
Q3 2020

Nov 04, 2020

BUY
$20.09 - $23.24 $493,731 - $571,146
24,576 Added 4.56%
562,970 $11.9 Million
Q2 2020

Jul 17, 2020

SELL
$16.54 - $23.54 $3.28 Million - $4.67 Million
-198,262 Reduced 26.91%
538,394 $11.4 Million
Q1 2020

Apr 21, 2020

SELL
$15.92 - $28.87 $771,164 - $1.4 Million
-48,440 Reduced 6.17%
736,656 $13.3 Million
Q4 2019

Feb 12, 2020

SELL
$26.28 - $28.79 $333,361 - $365,201
-12,685 Reduced 1.59%
785,096 $22.5 Million
Q3 2019

Nov 07, 2019

BUY
$26.76 - $27.89 $60,102 - $62,640
2,246 Added 0.28%
797,781 $21.8 Million
Q2 2019

Aug 06, 2019

BUY
N/A
113,582 Added 16.66%
795,535 $21.6 Million
Q1 2019

May 06, 2019

BUY
N/A
17,279 Added 2.6%
681,953 $18.8 Million
Q4 2018

Feb 11, 2019

BUY
N/A
126,007 Added 23.39%
664,674 $16.3 Million
Q3 2018

Nov 14, 2018

BUY
N/A
3,710 Added 0.69%
538,667 $16 Million
Q2 2018

Jul 30, 2018

BUY
N/A
17,630 Added 3.41%
534,957 $15.9 Million
Q1 2018

Apr 16, 2018

SELL
N/A
-3,145 Reduced 0.6%
517,327 $14.2 Million
Q4 2017

Feb 09, 2018

BUY
N/A
352,354 Added 209.59%
520,472 $15.1 Million
Q3 2017

Oct 26, 2017

SELL
N/A
-26,308 Reduced 13.53%
168,118 $14.1 Million
Q2 2017

Aug 15, 2017

BUY
N/A
194,426
194,426 $15.6 Million

Others Institutions Holding DES

About WISDOMTREE TR U.S. SMALLCAP DI


  • Ticker DES
  • Sector ETFs
  • Industry ETFs
More about DES
Track This Portfolio

Track Raymond James Financial Services Advisors, Inc. Portfolio

Follow Raymond James Financial Services Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Raymond James Financial Services Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Raymond James Financial Services Advisors, Inc. with notifications on news.