Position history for Kestra Advisory Services, LLC's holdings in WISDOMTREE TR
Kestra Advisory Services, LLC holds 38,598 shares of DLS (WISDOMTREE TR), worth $3.1M as of 2025-Q4. The position was increased (++1.2% shares). DLS represents 0.0% of Kestra Advisory Services, LLC's portfolio.
Current Value
$3.1M
Current Shares
38,598
Total Value Change
-$548,911
Total Shares Change
-19,342
Other major holders of DLS: Steward Partners Investment Advisory, LLC, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Savant Capital, LLC
Increased |
| 38,598 |
+1.2% |
| $3.1M |
| 0.0% |
| $81.25 |
27 |
| 2025-Q3 | Decreased | 38,137 | -13.6% | $3M | 0.0% | $78.29 | 0 |
| 2025-Q2 | Increased | 44,162 | +9.7% | $3.3M | 0.0% | $73.43 | 29 |
| 2025-Q1 | Decreased | 40,261 | -15.8% | $2.7M | 0.0% | $64.38 | 0 |
| 2024-Q4 | Increased | 47,826 | +2.2% | $3M | 0.0% | $60.37 | 27 |
| 2024-Q3 | Decreased | 46,803 | -19.2% | $3.2M | 0.0% | $65.36 | 0 |
| 2024-Q2 | Decreased | 57,940 | -6.2% | $3.7M | 0.0% | $59.68 | 0 |