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Kestra Advisory Services, LLC
DDWM14 quarters
Position history for
Kestra 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
Other major holders of DDWM: LPL Financial LLC, MORGAN STANLEY