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
2019 Q4	–	Sell	-22,000	Closed	-$2K	–	2947
2019 Q3	$2K	Hold	22,000	–	–	﹤0.01%	2805
2019 Q2	$6K	Hold	22,000	–	–	﹤0.01%	2831
2019 Q1	$4K	Buy	+22,000	New	+$151K	﹤0.01%	2788
2018 Q2	–	Sell	-25,200	Closed	-$6K	–	2861
2018 Q1	$6K	Buy	+25,200	New	+$272K	﹤0.01%	2535
2017 Q4	–	Sell	-24,000	Closed	-$5K	–	2721
2017 Q3	$5K	Hold	24,000	–	–	﹤0.01%	2555
2017 Q2	$11K	Sell	24,000 -3,000	-11%	-$27.7K	﹤0.01%	2498
2017 Q1	$5K	Buy	+27,000	New	+$261K	﹤0.01%	2421

Other funds holding WT

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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.