Raymond James Financial Services Advisors, Inc. Wisdomtree, Inc. Transaction History

Raymond James Financial Services Advisors, Inc.

$73.5 Billion
Q3 2024

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Nov 04, 2020	SELL	N/A	-18,114 Closed	0 $0
Q2 2020 Jul 17, 2020	BUY	N/A	73 Added 0.4%	18,114 $63,000
Q1 2020 Apr 21, 2020	BUY	N/A	42 Added 0.23%	18,041 $42,000
Q4 2019 Feb 12, 2020	SELL	N/A	-10,250 Reduced 36.28%	17,999 $87,000
Q3 2019 Nov 07, 2019	SELL	N/A	-1,161 Reduced 3.95%	28,249 $148,000
Q2 2019 Aug 06, 2019	BUY	N/A	1,814 Added 6.57%	29,410 $181,000
Q1 2019 May 06, 2019	SELL	N/A	-4,354 Reduced 13.63%	27,596 $195,000
Q4 2018 Feb 11, 2019	SELL	N/A	-11,466 Reduced 26.41%	31,950 $212,000
Q3 2018 Nov 14, 2018	SELL	N/A	-6,700 Reduced 13.37%	43,416 $368,000
Q2 2018 Jul 30, 2018	BUY	N/A	18,600 Added 59.02%	50,116 $455,000
Q1 2018 Apr 16, 2018	SELL	N/A	-61,736 Reduced 66.2%	31,516 $289,000
Q4 2017 Feb 09, 2018	SELL	N/A	-8,934 Reduced 8.74%	93,252 $1.17 Million
Q3 2017 Oct 26, 2017	SELL	N/A	-7,530 Reduced 6.86%	102,186 $1.04 Million
Q2 2017 Aug 15, 2017	BUY	N/A	109,716	109,716 $1.12 Million

Others Institutions Holding WT

# of Institutions

Shares Held

Call Options Held

Put Options Held

Lake Point Wealth Management

75
Shares

$0
0.0% of portfolio

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About WISDOMTREE, INC.

Ticker WT

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