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DDWMDDWM
14 quarters

Position history for Kestra Advisory Services, LLCKestra Advisory Services, LLC's holdings in WISDOMTREE TR

Yes. Kestra Advisory Services holds 158,604 shares of DDWM, worth $7.3M, as of its Q2 2026 13F filing. It increased the position by 7,476 shares (+5.0%) from Q1 2026. Kestra Advisory Services has held DDWM since Q1 2023, across 14 quarterly 13F filings.

Current Value

$7.3M

Current Shares

158,604

Total Value Change

+$7M

Total Shares Change

+149,223

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
158,604
+5.0%
$7.3M0.0%$45.98
29
2026-Q1
Decreased
151,128
-11.7%
$6.7M0.0%$43.29
0
2025-Q4
Increased
171,217
+12.5%
$7.5M0.0%$42.62
31
2025-Q3
Increased
152,207
+47.8%
$6.4M0.0%$40.74
37
2025-Q2
Increased
103,008
+67.0%
$4.1M0.0%$38.45
39
2025-Q1
Decreased
61,688
-7.8%
$2.3M0.0%$35.17
0
2024-Q4
Increased
66,936
+25.6%
$2.3M0.0%$32.77
32
2024-Q3
Decreased
53,308
-16.7%
$1.9M0.0%$33.89
0
2024-Q2
Increased
63,972
+12.6%
$2.2M0.0%$32.01
29
2024-Q1
Decreased
56,809
-2.9%
$1.9M0.0%$31.64
0
2023-Q4
Increased
58,493
+8.8%
$1.9M0.0%$29.60
28
2023-Q3
Increased
53,755
+176.6%
$1.6M0.0%$27.79
41
2023-Q2
Increased
19,435
+107.2%
$607,3440.0%$28.21
39
2023-Q1
New
9,381
-
$289,9610.0%$27.39
32

Other major holders of DDWM: LPL Financial LLC, MORGAN STANLEY

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