RJFSA
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Raymond James Financial Services Advisors’s WisdomTree WT Stock Holding History

Raymond James Financial Services Advisors’s Portfolio WT Stock Details WT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-18,114
Closed -$63K – 3002
2020
Q2 		$63K Buy
18,114
+73
+0.4% +$222 ﹤0.01% 2694
2020
Q1 		$42K Buy
18,041
+42
+0.2% +$163 ﹤0.01% 2328
2019
Q4 		$87K Sell
17,999
-10,250
-36% -$50.9K ﹤0.01% 2719
2019
Q3 		$148K Sell
28,249
-1,161
-4% -$6.56K ﹤0.01% 2567
2019
Q2 		$181K Buy
29,410
+1,814
+7% +$12.3K ﹤0.01% 2562
2019
Q1 		$195K Sell
27,596
-4,354
-14% -$30K ﹤0.01% 2506
2018
Q4 		$212K Sell
31,950
-11,466
-26% -$83.3K ﹤0.01% 2225
2018
Q3 		$368K Sell
43,416
-6,700
-13% -$56.9K ﹤0.01% 2140
2018
Q2 		$455K Buy
50,116
+18,600
+59% +$194K ﹤0.01% 1937
2018
Q1 		$289K Sell
31,516
-61,736
-66% -$667K ﹤0.01% 2051
2017
Q4 		$1.17M Sell
93,252
-8,934
-9% -$103K 0.01% 1203
2017
Q3 		$1.04M Sell
102,186
-7,530
-7% -$72.9K 0.01% 1282
2017
Q2 		$1.12M Buy
109,716
+77,348
+239% +$714K 0.01% 1195
2017
Q1 		$294K Buy
+32,368
New +$313K ﹤0.01% 1909
2016
Q4 		– Sell
-12,671
Closed -$130K – 2446
2016
Q3 		$130K Buy
+12,671
New +$132K ﹤0.01% 2119
2013
Q3 		– Sell
-43,253
Closed -$500K – 956
2013
Q2 		$500K Buy
+43,253
New +$506K 0.01% 865

Other funds holding WT

ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GC
Gillson Capital Chicago, Illinois $1.22B AUM 7.54% 1-Year Est. Return

Raymond James Financial Services Advisors's WT Position: Q3 2020 in Review

Raymond James Financial Services Advisors sold out of WisdomTree (WT) in Q3 2020, closing a stake of 18,114 shares — an estimated $63K sold.

Raymond James Financial Services Advisors first reported a position in WT in Q2 2013 and held it in 16 quarters. The position peaked at $1.17M in Q4 2017. 166 funds tracked by Wall St. Rank hold WT as of Q3 2020.

  • Raymond James Financial Services Advisors reported no remaining WisdomTree position as of Q3 2020 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 18,114 WisdomTree shares in Q3 2020, an estimated $63K.
  • Raymond James Financial Services Advisors first reported a position in WisdomTree in Q2 2013 and held it in 16 quarters.
  • Raymond James Financial Services Advisors's WisdomTree position peaked at $1.17M in Q4 2017.
  • 166 funds tracked by Wall St. Rank held WisdomTree as of Q3 2020.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.