Raymond James Financial’s WisdomTree WT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$271K Buy
23,515
+4,838
+26% +$55.7K ﹤0.01% 4326
2025
Q1
$167K Sell
18,677
-387,269
-95% -$3.45M ﹤0.01% 4420
2024
Q4
$4.26M Buy
+405,946
New +$4.26M ﹤0.01% 2419