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HYZDHYZD
21 quarters

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

Yes. Kestra Advisory Services holds 136,137 shares of HYZD, worth $3.1M, as of its Q2 2026 13F filing. It reduced the position by 3,036 shares (-2.2%) from Q1 2026. Kestra Advisory Services has held HYZD since Q2 2021, across 21 quarterly 13F filings.

Current Value

$3.1M

Current Shares

136,137

Total Value Change

+$2.6M

Total Shares Change

+117,046

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
136,137
-2.2%
$3.1M0.0%$22.07
0
2026-Q1
Increased
139,173
+7.3%
$3.1M0.0%$21.27
28
2025-Q4
Increased
129,689
+54.7%
$2.9M0.0%$21.47
37
2025-Q3
Increased
83,845
+486.2%
$1.9M0.0%$21.09
42
2025-Q2
Decreased
14,304
-15.2%
$320,2380.0%$20.70
0
2025-Q1
Decreased
16,858
-63.7%
$369,0220.0%$19.92
0
2024-Q4
Increased
46,391
+15.6%
$1M0.0%$19.94
29
2024-Q3
Decreased
40,137
-94.6%
$888,6390.0%$19.53
0
2024-Q2
Increased
748,993
+9.0%
$16.4M0.1%$18.98
31
2024-Q1
Increased
687,065
+590.0%
$15.1M0.1%$18.84
54
2023-Q4
Increased
99,577
+43.4%
$2.2M0.0%$18.23
35
2023-Q3
Decreased
69,426
-16.5%
$1.5M0.0%$17.51
0
2023-Q2
Decreased
83,181
-44.5%
$1.7M0.0%$17.16
0
2023-Q1
Increased
149,904
+60.0%
$3.1M0.0%$16.71
38
2022-Q4
Increased
93,671
+11.4%
$1.9M0.0%$16.39
29
2022-Q3
Increased
84,085
+417.2%
$1.7M0.0%$15.72
41
2022-Q2
Decreased
16,259
-19.6%
$324,0000.0%$15.33
0
2022-Q1
Decreased
20,224
-1.9%
$443,0000.0%$16.70
0
2021-Q4
Increased
20,609
+7.9%
$459,0000.0%$16.79
26
2021-Q3
Increased
19,095
+0.0%
$424,0000.0%$16.59
24
2021-Q2
New
19,091
-
$425,0000.0%$16.46
33

Other major holders of HYZD: UBS Group AG, LPL Financial LLC

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