Raymond James Financial
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Raymond James Financial’s WisdomTree US Value Fund WTV Stock Holding History

Raymond James Financial’s Portfolio WTV Stock Details WTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$98.9M Buy
1,144,700
+451,783
+65% +$39M 0.03% 484
2025
Q1 		$56.9M Buy
692,917
+356,399
+106% +$29.3M 0.02% 658
2024
Q4 		$28.1M Buy
+336,518
New +$28.1M 0.01% 1074