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DWMDWM
20 quarters

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

Kestra Advisory Services, LLC holds 82,122 shares of DWM (WISDOMTREE TR), worth $6M as of 2026-Q2. The position was decreased (-23.7% shares). DWM represents 0.0% of Kestra Advisory Services, LLC's portfolio.

Current Value

$6M

Current Shares

82,122

Total Value Change

+$3.5M

Total Shares Change

+33,494

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
82,122
-23.7%
$6M0.0%$73.21
0
2026-Q1
Decreased
107,653
-16.4%
$7.5M0.0%$72.03
0
2025-Q4
Decreased
128,785
-1.5%
$8.9M0.0%$69.06
0
2025-Q3
Increased
130,744
+11.0%
$8.7M0.0%$65.43
31
2025-Q2
Increased
117,768
+12.1%
$7.5M0.0%$62.72
31
2025-Q1
Increased
105,075
+272.7%
$6.1M0.0%$56.73
44
2024-Q4
Decreased
28,191
-1.4%
$1.5M0.0%$51.08
0
2024-Q3
Increased
28,577
+10.6%
$1.6M0.0%$55.61
28
2024-Q2
New
25,840
-
$1.4M0.0%$51.34
35
2023-Q4
Exited
0
-100.0%
$00.0%$48.97
0
2023-Q3
Decreased
5,161
-4.6%
$249,5340.0%$44.76
0
2023-Q2
Increased
5,412
+1.8%
$270,7620.0%$45.50
24
2023-Q1
Decreased
5,318
-2.4%
$264,4680.0%$44.76
0
2022-Q4
Increased
5,447
+2.7%
$256,2270.0%$41.98
24
2022-Q3
Decreased
5,306
-25.5%
$213,0000.0%$35.77
0
2022-Q2
New
7,126
-
$324,0000.0%$40.23
33
2021-Q4
Exited
0
-100.0%
$00.0%$46.08
0
2021-Q3
New
46,055
-
$2.4M0.0%$44.98
36
2021-Q1
Exited
0
-100.0%
$00.0%$43.78
0
2020-Q4
New
48,628
-
$2.5M0.0%$41.88
36

Other major holders of DWM: Steward Partners Investment Advisory, LLC, MORGAN STANLEY

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