RJFSA
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Raymond James Financial Services Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Raymond James Financial Services Advisors’s Portfolio DTD Stock Details DTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$13M Buy
169,171
+13,182
+8% +$970K 0.02% 749
2024
Q2 		$11M Buy
155,989
+4,509
+3% +$314K 0.02% 776
2024
Q1 		$10.7M Buy
151,480
+19,652
+15% +$1.32M 0.02% 776
2023
Q4 		$8.62M Buy
131,828
+95,418
+262% +$5.87M 0.01% 817
2023
Q3 		$2.19M Buy
36,410
+232
+0.6% +$14.5K ﹤0.01% 1455
2023
Q2 		$2.25M Sell
36,178
-731
-2% -$44.3K ﹤0.01% 1442
2023
Q1 		$2.24M Buy
36,909
+11,955
+48% +$730K ﹤0.01% 1422
2022
Q4 		$1.51M Buy
24,954
+3,232
+15% +$194K ﹤0.01% 1599
2022
Q3 		$1.18M Buy
21,722
+5
+0% +$298 ﹤0.01% 1724
2022
Q2 		$1.26M Sell
21,717
-868
-4% -$53.5K ﹤0.01% 1696
2022
Q1 		$1.46M Sell
22,585
-441
-2% -$28.1K ﹤0.01% 1698
2021
Q4 		$1.49M Buy
23,026
+662
+3% +$41.2K ﹤0.01% 1720
2021
Q3 		$1.31M Buy
22,364
+184
+0.8% +$11.1K ﹤0.01% 1759
2021
Q2 		$1.31M Buy
22,180
+128
+0.6% +$7.53K ﹤0.01% 1757
2021
Q1 		$1.25M Sell
22,052
-6,076
-22% -$329K ﹤0.01% 1698
2020
Q4 		$1.48M Buy
28,128
+7,794
+38% +$388K ﹤0.01% 1472
2020
Q3 		$955K Sell
20,334
-94
-0.5% -$4.42K ﹤0.01% 1582
2020
Q2 		$920K Sell
20,428
-1,290
-6% -$56.2K ﹤0.01% 1541
2020
Q1 		$850K Sell
21,718
-2,984
-12% -$145K ﹤0.01% 1288
2019
Q4 		$1.3M Buy
24,702
+1,812
+8% +$92.2K ﹤0.01% 1394
2019
Q3 		$1.13M Buy
22,890
+4,068
+22% +$198K ﹤0.01% 1404
2019
Q2 		$914K Buy
18,822
+1,224
+7% +$58.6K ﹤0.01% 1554
2019
Q1 		$833K Buy
17,598
+1,760
+11% +$80.6K ﹤0.01% 1557
2018
Q4 		$670K Buy
15,838
+2,958
+23% +$134K ﹤0.01% 1490
2018
Q3 		$618K Buy
12,880
+4,116
+47% +$195K ﹤0.01% 1759
2018
Q2 		$399K Sell
8,764
-896
-9% -$40.6K ﹤0.01% 2033
2018
Q1 		$430K Buy
9,660
+318
+3% +$14.7K ﹤0.01% 1805
2017
Q4 		$434K Buy
9,342
+1,184
+15% +$53.5K ﹤0.01% 1790
2017
Q3 		$358K Buy
8,158
+752
+10% +$32.4K ﹤0.01% 1922
2017
Q2 		$315K Buy
7,406
+308
+4% +$13K ﹤0.01% 1962
2017
Q1 		$298K Buy
+7,098
New +$295K ﹤0.01% 1898

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
PFG
Pinnacle Financial Group Western Springs, Illinois $410M AUM 20.67% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Raymond James Financial Services Advisors increased its WisdomTree US Total Dividend Fund (DTD) stake by 8.5% in Q3 2024, buying an estimated $970K and bringing the position to 169,171 shares worth $13M. The position accounts for 0.02% of the portfolio, ranked #749.

Raymond James Financial Services Advisors first reported a position in DTD in Q1 2017 and has held it in 31 quarters since. 181 funds tracked by Wall St. Rank hold DTD as of Q3 2024.

  • Raymond James Financial Services Advisors held 169,171 shares of WisdomTree US Total Dividend Fund worth $13M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 13,182 WisdomTree US Total Dividend Fund shares in Q3 2024, an estimated $970K.
  • WisdomTree US Total Dividend Fund made up 0.02% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #749 holding.
  • Raymond James Financial Services Advisors first reported a position in WisdomTree US Total Dividend Fund in Q1 2017 and has held it in 31 quarters since.
  • 181 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2024.

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