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 Q2	$6.53M	Buy	89,203 +113	+0.1%	+$8.29K	﹤0.01%	2529
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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial's DWM Position: Q2 2026 in Review

Raymond James Financial increased its WisdomTree International Equity Fund (DWM) stake by 0.13% in Q2 2026, buying an estimated $8.29K and bringing the position to 89,203 shares worth $6.53M. The position accounts for ﹤0.01% of the portfolio, ranked #2529.

Raymond James Financial first reported a position in DWM in Q4 2024 and has held it in 7 quarters since. 133 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

Raymond James Financial held 89,203 shares of WisdomTree International Equity Fund worth $6.53M as of Q2 2026.
Raymond James Financial bought 113 WisdomTree International Equity Fund shares in Q2 2026, an estimated $8.29K.
WisdomTree International Equity Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2529 holding.
Raymond James Financial first reported a position in WisdomTree International Equity Fund in Q4 2024 and has held it in 7 quarters since.
133 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.