Raymond James Financial
DWM icon

Raymond James Financial’s WisdomTree International Equity Fund DWM Stock Holding History

Raymond James Financial’s Portfolio DWM Stock Details DWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.23M Buy
89,090
+1,458
+2% +$105K ﹤0.01% 2422
2025
Q4 		$6.03M Buy
87,632
+1,606
+2% +$108K ﹤0.01% 2363
2025
Q3 		$5.7M Buy
86,026
+1,433
+2% +$93.2K ﹤0.01% 2370
2025
Q2 		$5.38M Buy
84,593
+1,068
+1% +$64.8K ﹤0.01% 2331
2025
Q1 		$4.86M Sell
83,525
-11,454
-12% -$645K ﹤0.01% 2348
2024
Q4 		$5M Buy
+94,979
New +$5.21M ﹤0.01% 2333

Other funds holding DWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Raymond James Financial increased its WisdomTree International Equity Fund (DWM) stake by 1.7% in Q1 2026, buying an estimated $105K and bringing the position to 89,090 shares worth $6.23M. The position accounts for ﹤0.01% of the portfolio, ranked #2422.

Raymond James Financial first reported a position in DWM in Q4 2024 and has held it in 6 quarters since. 131 funds tracked by Wall St. Rank hold DWM as of Q1 2026.

  • Raymond James Financial held 89,090 shares of WisdomTree International Equity Fund worth $6.23M as of Q1 2026.
  • Raymond James Financial bought 1,458 WisdomTree International Equity Fund shares in Q1 2026, an estimated $105K.
  • WisdomTree International Equity Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2422 holding.
  • Raymond James Financial first reported a position in WisdomTree International Equity Fund in Q4 2024 and has held it in 6 quarters since.
  • 131 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q1 2026.

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