Raymond James Financial
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Raymond James Financial’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Raymond James Financial’s Portfolio DES Stock Details DES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$29.9M Sell
940,510
-25,603
-3% -$813K 0.01% 1090
2025
Q1 		$30.9M Sell
966,113
-5,290
-0.5% -$169K 0.01% 1008
2024
Q4 		$33.4M Buy
+971,403
New +$33.4M 0.01% 958