Back to Kestra Advisory Services, LLC Kestra Advisory Services, LLC

QGRWQGRW
13 quarters

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

Yes. Kestra Advisory Services holds 551,164 shares of QGRW, worth $37.9M, as of its Q3 2026 13F filing. It increased the position by 75,424 shares (+15.9%) from Q2 2026. Kestra Advisory Services has held QGRW since Q3 2023, across 13 quarterly 13F filings. QGRW is 0.1% of Kestra Advisory Services' reported 13F portfolio.

Current Value

$37.9M

Current Shares

551,164

Total Value Change

+$34.7M

Total Shares Change

+452,336

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
551,164
+15.8%
$37.9M0.1%$68.68
40
2026-Q2
Increased
475,740
+42.5%
$31.4M0.1%$66.03
46
2026-Q1
Increased
333,749
+30.2%
$17.8M0.1%$56.25
36
2025-Q4
Increased
256,351
+3.1%
$15M0.1%$59.15
29
2025-Q3
Decreased
248,726
-9.5%
$14.3M0.1%$57.17
0
2025-Q2
Increased
274,946
+9.4%
$14.4M0.1%$52.21
31
2025-Q1
Increased
251,239
+20.1%
$11M0.1%$43.94
33
2024-Q4
Increased
209,217
+8.3%
$10.3M0.1%$49.68
30
2024-Q3
Increased
193,087
+44.4%
$8.8M0.0%$45.36
37
2024-Q2
Decreased
133,729
-3.4%
$6M0.0%$44.73
0
2024-Q1
Increased
138,365
+16.9%
$5.7M0.0%$41.01
31
2023-Q4
Increased
118,307
+19.7%
$4.3M0.0%$36.50
32
2023-Q3
New
98,828
-
$3.1M0.0%$31.67
37

Other major holders of QGRW: LPL Financial LLC, MORGAN STANLEY, HighTower Advisors, LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used