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DTDDTD
24 quarters

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

Kestra Advisory Services, LLC holds 202,645 shares of DTD (WISDOMTREE TR), worth $18.9M as of 2026-Q2. The position was decreased (-9.6% shares). DTD represents 0.1% of Kestra Advisory Services, LLC's portfolio.

Current Value

$18.9M

Current Shares

202,645

Total Value Change

+$16.2M

Total Shares Change

+173,606

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
202,645
-9.6%
$18.9M0.1%$93.14
0
2026-Q1
Increased
224,181
+12.2%
$19.4M0.1%$85.83
32
2025-Q4
Increased
199,765
+17.4%
$17M0.1%$84.00
33
2025-Q3
Increased
170,199
+17.8%
$14.3M0.1%$82.67
33
2025-Q2
Increased
144,497
+7.8%
$11.5M0.1%$77.86
30
2025-Q1
Increased
134,035
+27.9%
$4.3M0.0%$74.91
33
2024-Q4
Increased
104,810
+9.0%
$8M0.0%$73.52
30
2024-Q3
Decreased
96,188
-4.1%
$7.4M0.0%$73.90
0
2024-Q2
Decreased
100,284
-2.1%
$7.1M0.0%$67.90
0
2024-Q1
Decreased
102,416
-3.3%
$7.2M0.0%$67.40
0
2023-Q4
Decreased
105,898
-1.2%
$6.9M0.1%$62.02
0
2023-Q3
Increased
107,153
+5.0%
$6.4M0.1%$56.65
29
2023-Q2
Increased
102,045
+1.9%
$6.3M0.1%$58.24
28
2023-Q1
Increased
100,089
+2.0%
$6.1M0.1%$56.49
28
2022-Q4
Increased
98,153
+10.8%
$6M0.1%$56.20
30
2022-Q3
Increased
88,583
+5.7%
$4.8M0.1%$49.90
28
2022-Q2
Increased
83,838
+8.3%
$4.9M0.0%$52.87
29
2022-Q1
Increased
77,383
+8.8%
$5M0.1%$58.49
29
2021-Q4
Increased
71,113
+108.4%
$4.6M0.0%$58.43
43
2021-Q3
Increased
34,121
+2.3%
$4M0.0%$52.65
27
2021-Q2
Increased
33,340
+5.0%
$4M0.0%$52.82
28
2021-Q1
Increased
31,756
+1.9%
$3.6M0.0%$50.10
27
2020-Q4
Increased
31,153
+7.3%
$3.2M0.0%$46.28
28
2020-Q3
New
29,039
-
$2.7M0.1%$41.11
36

Other major holders of DTD: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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