Question 1

How many shares of DES does Kestra Advisory Services, LLC own?

Accepted Answer

As of 2026-Q2, Kestra Advisory Services, LLC holds 268,651 shares of DES (WISDOMTREE US SMALLCAP DIVID).

Question 2

What is Kestra Advisory Services, LLC's DES position worth?

Accepted Answer

As of 2026-Q2, Kestra Advisory Services, LLC's DES position is worth $10.9M.

Question 3

Is Kestra Advisory Services, LLC buying or selling DES?

Accepted Answer

In 2026-Q2, Kestra Advisory Services, LLC decreased their DES position (-2.0% change in shares).

Question 4

When did Kestra Advisory Services, LLC first buy DES?

Accepted Answer

Based on available 13F filings, Kestra Advisory Services, LLC first reported a position in DES in 2020-Q3. They have held the position across 24 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	268,651	-2.0%	$10.9M	0.0%	$40.64	0
2026-Q1	Increased	274,010	+16.6%	$9.8M	0.0%	$35.66	32
2025-Q4	Decreased	235,073	-48.1%	$7.9M	0.0%	$33.10	0
2025-Q3	Increased	452,660	+1.7%	$15.2M	0.1%	$33.03	29
2025-Q2	Increased	444,967	+3.0%	$14.1M	0.1%	$30.91	29
2025-Q1	Increased	431,950	+37.6%	$13.8M	0.1%	$30.85	37
2024-Q4	Decreased	313,805	-1.2%	$10.8M	0.1%	$33.02	0
2024-Q3	Decreased	317,669	-1.1%	$11M	0.1%	$32.88	0
2024-Q2	Increased	321,346	+4.2%	$10M	0.1%	$29.48	29
2024-Q1	Decreased	308,531	-0.8%	$10.1M	0.1%	$30.64	0
2023-Q4	Decreased	310,918	-2.5%	$10M	0.1%	$30.04	0
2023-Q3	Increased	318,953	+11.4%	$9M	0.1%	$26.11	31
2023-Q2	Decreased	286,296	-2.7%	$8.2M	0.1%	$26.45	0
2023-Q1	Increased	294,376	+0.3%	$8.4M	0.1%	$26.03	27
2022-Q4	Decreased	293,522	-12.8%	$8.3M	0.1%	$25.78	0
2022-Q3	Increased	336,610	+14.0%	$8.7M	0.1%	$23.11	31
2022-Q2	Decreased	295,317	-1.2%	$8.3M	0.1%	$25.12	0
2022-Q1	Decreased	298,980	-3.0%	$9.5M	0.1%	$28.17	0
2021-Q4	Increased	308,244	+1.4%	$10.1M	0.1%	$28.96	34
2021-Q3	Increased	303,927	+2.0%	$9.4M	0.1%	$26.88	28
2021-Q2	Increased	298,035	+6.7%	$9.5M	0.1%	$27.61	35
2021-Q1	Decreased	279,424	-13.4%	$8.7M	0.1%	$26.83	0
2020-Q4	Decreased	322,603	-53.8%	$8.5M	0.1%	$22.89	0
2020-Q3	New	697,864	-	$14.7M	0.3%	$17.94	46

DES24 quarters

DES
24 quarters