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

Raymond James Financial Services Advisors, Inc.

$73.5 Billion
Q3 2024

A detailed history of Raymond James Financial Services Advisors, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Raymond James Financial Services Advisors, Inc. holds 78,509 shares of DWM stock, worth $4.44 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

78,509

Previous 80,505 2.48%

Holding current value

$4.44 Million

Previous $4.32 Million 4.49%

% of portfolio

0.01%

Previous 0.01%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$52.24 - $58.1 $104,271 - $115,967	-1,996 Reduced 2.48%	78,509 $4.52 Million
Q2 2024 Jul 19, 2024	SELL	$52.54 - $56.44 $148,530 - $159,555	-2,827 Reduced 3.39%	80,505 $4.32 Million
Q1 2024 Apr 22, 2024	SELL	$50.94 - $55.08 $94,850 - $102,558	-1,862 Reduced 2.19%	83,332 $4.57 Million
Q4 2023 Jan 16, 2024	SELL	$46.5 - $52.58 $405,573 - $458,602	-8,722 Reduced 9.29%	85,194 $4.47 Million
Q3 2023 Oct 24, 2023	SELL	$48.13 - $51.79 $39,177 - $42,157	-814 Reduced 0.86%	93,916 $4.54 Million
Q2 2023 Jul 25, 2023	SELL	$48.54 - $51.63 $2.01 Million - $2.14 Million	-41,403 Reduced 30.41%	94,730 $4.74 Million
Q1 2023 Apr 14, 2023	BUY	$47.34 - $51.12 $139,226 - $150,343	2,941 Added 2.21%	136,133 $6.77 Million
Q4 2022 Feb 08, 2023	BUY	$39.94 - $48.25 $591,391 - $714,437	14,807 Added 12.51%	133,192 $6.27 Million
Q3 2022 Oct 25, 2022	BUY	$39.86 - $47.65 $398,201 - $476,023	9,990 Added 9.22%	118,385 $4.75 Million
Q2 2022 Aug 12, 2022	BUY	$45.44 - $53.31 $233,379 - $273,800	5,136 Added 4.97%	108,395 $4.93 Million
Q1 2022 May 11, 2022	SELL	$48.63 - $55.69 $10,893 - $12,474	-224 Reduced 0.22%	103,259 $5.45 Million
Q4 2021 Feb 08, 2022	BUY	$51.6 - $54.8 $297,990 - $316,470	5,775 Added 5.91%	103,483 $5.6 Million
Q3 2021 Nov 02, 2021	SELL	$52.87 - $56.39 $310,611 - $331,291	-5,875 Reduced 5.67%	97,708 $5.17 Million
Q2 2021 Aug 11, 2021	BUY	$53.08 - $56.66 $544,282 - $580,991	10,254 Added 10.99%	103,583 $5.65 Million
Q1 2021 May 14, 2021	SELL	$50.35 - $53.3 $1.95 Million - $2.07 Million	-38,757 Reduced 29.34%	93,329 $4.91 Million
Q4 2020 Feb 12, 2021	SELL	$43.68 - $50.9 $2.58 Million - $3.01 Million	-59,119 Reduced 30.92%	132,086 $6.69 Million
Q3 2020 Nov 04, 2020	SELL	$44.37 - $47.42 $223,047 - $238,380	-5,027 Reduced 2.56%	191,205 $8.7 Million
Q2 2020 Jul 17, 2020	SELL	$37.7 - $47.21 $214,399 - $268,483	-5,687 Reduced 2.82%	196,232 $8.69 Million
Q1 2020 Apr 21, 2020	SELL	$34.55 - $53.86 $1.85 Million - $2.89 Million	-53,565 Reduced 20.97%	201,919 $7.97 Million
Q4 2019 Feb 12, 2020	BUY	$48.34 - $53.77 $30,454 - $33,875	630 Added 0.25%	255,484 $13.7 Million
Q3 2019 Nov 07, 2019	SELL	$49.49 - $50.65 $777,091 - $795,306	-15,702 Reduced 5.8%	254,854 $12.7 Million
Q2 2019 Aug 06, 2019	BUY	N/A	7,520 Added 2.86%	270,556 $13.8 Million
Q1 2019 May 06, 2019	BUY	N/A	23,708 Added 9.91%	263,036 $13.3 Million
Q4 2018 Feb 11, 2019	BUY	N/A	48,579 Added 25.47%	239,328 $11.2 Million
Q3 2018 Nov 14, 2018	BUY	N/A	8,369 Added 4.59%	190,749 $10.1 Million
Q2 2018 Jul 30, 2018	BUY	N/A	12,811 Added 7.56%	182,380 $9.62 Million
Q1 2018 Apr 16, 2018	BUY	N/A	21,698 Added 14.67%	169,569 $9.3 Million
Q4 2017 Feb 09, 2018	BUY	N/A	6,501 Added 4.6%	147,871 $8.25 Million
Q3 2017 Oct 26, 2017	BUY	N/A	7,310 Added 5.45%	141,370 $7.7 Million
Q2 2017 Aug 15, 2017	BUY	N/A	134,060	134,060 $6.96 Million

Others Institutions Holding DWM

# of Institutions

133

Shares Held

6.6M

Call Options Held

Put Options Held

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About WISDOMTREE TR

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