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

Raymond James Financial’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
2026 Q1	$3.99M	Buy	58,717 +15,829	+37%	+$1.1M	﹤0.01%	2776
2025 Q4	$2.82M	Buy	42,888 +14,757	+52%	+$938K	﹤0.01%	2989
2025 Q3	$1.75M	Buy	28,131 +4,613	+20%	+$281K	﹤0.01%	3270
2025 Q2	$1.4M	Buy	23,518 +10,767	+84%	+$619K	﹤0.01%	3344
2025 Q1	$702K	Sell	12,751 -426	-3%	-$22.6K	﹤0.01%	3728
2024 Q4	$651K	Buy	+13,177	New	+$677K	﹤0.01%	3734

Other funds holding DOL

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

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 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 $611M AUM 21.11% 1-Year Est. Return

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

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

CFP

Cascade Financial Partners San Diego, California $1.15B AUM 33.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Raymond James Financial's DOL Position: Q1 2026 in Review

Raymond James Financial increased its WisdomTree True Developed International Fund (DOL) stake by 37% in Q1 2026, buying an estimated $1.1M and bringing the position to 58,717 shares worth $3.99M. The position accounts for ﹤0.01% of the portfolio, ranked #2776.

Raymond James Financial first reported a position in DOL in Q4 2024 and has held it in 6 quarters since. 109 funds tracked by Wall St. Rank hold DOL as of Q1 2026.

Raymond James Financial held 58,717 shares of WisdomTree True Developed International Fund worth $3.99M as of Q1 2026.
Raymond James Financial bought 15,829 WisdomTree True Developed International Fund shares in Q1 2026, an estimated $1.1M.
WisdomTree True Developed International Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2776 holding.
Raymond James Financial first reported a position in WisdomTree True Developed International Fund in Q4 2024 and has held it in 6 quarters since.
109 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.