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DNLDNL
Showing 8 of 22 quarters

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

Kestra Advisory Services, LLC holds 93,394 shares of DNL (WISDOMTREE TR), worth $4.3M as of 2026-Q2. The position was decreased (-20.1% shares). DNL represents 0.0% of Kestra Advisory Services, LLC's portfolio.

Current Value

$4.3M

Current Shares

93,394

Total Value Change

+$895,829

Total Shares Change

+6,654

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
93,394
-20.1%
$4.3M0.0%$46.18
0
2026-Q1
Increased
116,835
+78.8%
$4.7M0.0%$41.83
41
2025-Q4
Decreased
65,338
-27.4%
$2.7M0.0%$41.30
0
2025-Q3
Decreased
90,027
-20.9%
$3.6M0.0%$39.93
0
2025-Q2
Increased
113,752
+27.6%
$4.6M0.0%$39.77
33
2025-Q1
Decreased
89,184
-20.1%
$3.2M0.0%$35.29
0
2024-Q4
Increased
111,616
+28.7%
$4M0.0%$35.27
33
2024-Q3
Decreased
86,740
-36.2%
$3.4M0.0%$38.77
0

Other major holders of DNL: Steward Partners Investment Advisory, LLC, MORGAN STANLEY, ROYAL BANK OF CANADA

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