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SHAGSHAG
22 quarters

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

Kestra Advisory Services, LLC holds 18,671 shares of SHAG (WISDOMTREE TR), worth $883,543 as of 2026-Q2. The position was decreased (-7.3% shares). SHAG represents 0.0% of Kestra Advisory Services, LLC's portfolio.

Current Value

$883,543

Current Shares

18,671

Total Value Change

+$383,543

Total Shares Change

+7,049

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
18,671
-7.3%
$883,5430.0%$47.17
0
2026-Q1
Decreased
20,153
-0.2%
$958,8840.0%$46.93
0
2025-Q4
Decreased
20,199
-12.1%
$970,1650.0%$46.86
0
2025-Q3
Decreased
22,985
-7.6%
$1.1M0.0%$46.31
0
2025-Q2
Decreased
24,882
-1.3%
$1.2M0.0%$45.72
0
2025-Q1
Decreased
25,217
-0.5%
$1.2M0.0%$44.96
0
2024-Q4
Decreased
25,347
-22.2%
$1.2M0.0%$44.09
0
2024-Q3
Decreased
32,587
-29.0%
$1.6M0.0%$44.25
0
2024-Q2
Increased
45,891
+31.1%
$2.2M0.0%$42.78
33
2024-Q1
Decreased
35,019
-11.1%
$1.6M0.0%$42.46
0
2023-Q4
Decreased
39,374
-5.0%
$1.9M0.0%$42.28
0
2023-Q3
Decreased
41,424
-1.2%
$1.9M0.0%$40.96
0
2023-Q2
Decreased
41,914
-1.6%
$2M0.0%$40.90
0
2023-Q1
New
42,607
-
$2M0.0%$41.07
36
2022-Q2
Exited
0
-100.0%
$00.0%$40.88
0
2022-Q1
Decreased
11,166
-70.8%
$541,0000.0%$41.52
0
2021-Q4
Decreased
38,199
-69.8%
$1.9M0.0%$43.17
0
2021-Q3
Increased
126,625
+290.6%
$6.5M0.1%$43.44
44
2021-Q2
New
32,419
-
$1.7M0.0%$43.45
36
2021-Q1
Exited
0
-100.0%
$00.0%$43.26
0
2020-Q4
Increased
99,547
+756.5%
$5.1M0.1%$43.56
44
2020-Q3
New
11,622
-
$500,0000.0%$43.31
33

Other major holders of SHAG: JANE STREET GROUP, LLC, LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC

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