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DLSDLS
Showing 8 of 24 quarters

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

Kestra Advisory Services, LLC holds 52,290 shares of DLS (WISDOMTREE TR), worth $4.4M as of 2026-Q2. The position was decreased (-1.0% shares). DLS represents 0.0% of Kestra Advisory Services, LLC's portfolio.

Current Value

$4.4M

Current Shares

52,290

Total Value Change

+$1.1M

Total Shares Change

+5,487

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
52,290
-1.0%
$4.4M0.0%$83.22
0
2026-Q1
Increased
52,823
+36.9%
$4.3M0.0%$79.57
35
2025-Q4
Increased
38,598
+1.2%
$3.1M0.0%$78.94
27
2025-Q3
Decreased
38,137
-13.6%
$3M0.0%$76.68
0
2025-Q2
Increased
44,162
+9.7%
$3.3M0.0%$71.90
29
2025-Q1
Decreased
40,261
-15.8%
$2.7M0.0%$61.97
0
2024-Q4
Increased
47,826
+2.2%
$3M0.0%$58.86
27
2024-Q3
Decreased
46,803
-19.2%
$3.2M0.0%$63.76
0

Other major holders of DLS: Savant Capital, LLC

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