Position history for Kestra Advisory Services, LLC's holdings in WISDOMTREE TR
Kestra Advisory Services, LLC holds 2M shares of USFR (WISDOMTREE TR), worth $101.2M as of 2026-Q1. The position was increased (+78.3% shares). USFR represents 0.4% of Kestra Advisory Services, LLC's portfolio.
Current Value
$101.2M
Current Shares
2M
Total Value Change
+$575,642
Total Shares Change
+10,243
Other major holders of USFR: JPMORGAN CHASE & CO, MORGAN STANLEY
Increased |
| 2M |
+78.3% |
| $101.2M |
| 0.4% |
| $50.36 |
55 |
| 2025-Q4 | Decreased | 1.1M | -13.0% | $56.7M | 0.2% | $50.16 | 0 |
| 2025-Q3 | Decreased | 1.3M | -4.5% | $65.1M | 0.3% | $49.62 | 0 |
| 2025-Q2 | Increased | 1.4M | +61.6% | $68.2M | 0.3% | $49.14 | 51 |
| 2025-Q1 | Decreased | 839,160 | -35.3% | $42.2M | 0.2% | $48.63 | 0 |
| 2024-Q4 | Increased | 1.3M | +39.4% | $65.3M | 0.4% | $48.10 | 47 |
| 2024-Q3 | Decreased | 930,143 | -53.5% | $46.7M | 0.3% | $47.49 | 0 |
| 2024-Q2 | Decreased | 2M | -0.0% | $100.6M | 0.6% | $46.94 | 0 |