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Kestra Advisory Services, LLC
GDE
4 quarters
Position history for
Kestra Advisory Services, LLC's holdings in WISDOMTREE TR
Yes. Kestra Advisory Services holds 137,677 shares of GDE, worth $8.8M, as of its Q3 2026 13F filing. It increased the position by 37,134 shares (+36.9%) from Q2 2026. Kestra Advisory Services has held GDE since Q4 2025, across 4 quarterly 13F filings.
Current Value
$8.8M
Current Shares
137,677
Total Value Change
+$5.9M
Total Shares Change
+91,782
Quarter-by-Quarter History
Other major holders of GDE: Focus Partners Wealth, LPL Financial LLC, OneDigital Investment Advisors LLC