Raymond James Financial Services Advisors’s WisdomTree True Developed International Fund DOL Stock Holding History

Raymond James Financial Services Advisors’s Portfolio DOL Stock Details DOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$379K	Sell	7,018 -161	-2%	-$8.43K	﹤0.01%	2808
2024 Q2	$364K	Sell	7,179 -777	-10%	-$40.1K	﹤0.01%	2755
2024 Q1	$411K	Buy	7,956 +2,699	+51%	+$134K	﹤0.01%	2653
2023 Q4	$259K	Sell	5,257 -394	-7%	-$18.3K	﹤0.01%	2837
2023 Q3	$258K	Buy	+5,651	New	+$265K	﹤0.01%	2766
2021 Q2	–	Sell	-4,237	Closed	-$201K	–	3324
2021 Q1	$201K	Buy	+4,237	New	+$200K	﹤0.01%	2904
2020 Q4	–	Sell	-7,225	Closed	-$299K	–	3008
2020 Q3	$299K	Buy	+7,225	New	+$306K	﹤0.01%	2286
2020 Q1	–	Sell	-7,816	Closed	-$383K	–	2504
2019 Q4	$383K	Hold	7,816	–	–	﹤0.01%	2154
2019 Q3	$359K	Sell	7,816 -3,835	-33%	-$176K	﹤0.01%	2127
2019 Q2	$549K	Sell	11,651 -4,000	-26%	-$187K	﹤0.01%	1863
2019 Q1	$726K	Buy	+15,651	New	+$712K	﹤0.01%	1648

Other funds holding DOL

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CFP

Cascade Financial Partners San Diego, California $970M AUM 19.9% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial Services Advisors's DOL Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its WisdomTree True Developed International Fund (DOL) stake by 2.2% in Q3 2024, selling an estimated $8.43K and leaving 7,018 shares worth $379K. The position accounts for ﹤0.01% of the portfolio, ranked #2808.

Raymond James Financial Services Advisors first reported a position in DOL in Q1 2019 and has held it in 11 quarters since. The position peaked at $726K in Q1 2019. 91 funds tracked by Wall St. Rank hold DOL as of Q3 2024.

Raymond James Financial Services Advisors held 7,018 shares of WisdomTree True Developed International Fund worth $379K as of Q3 2024.
Raymond James Financial Services Advisors sold 161 WisdomTree True Developed International Fund shares in Q3 2024, an estimated $8.43K.
WisdomTree True Developed International Fund made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2808 holding.
Raymond James Financial Services Advisors first reported a position in WisdomTree True Developed International Fund in Q1 2019 and has held it in 11 quarters since.
Raymond James Financial Services Advisors's WisdomTree True Developed International Fund position peaked at $726K in Q1 2019.
91 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.