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USFR
Showing 8 of 17 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2M
+78.3%
$101.2M0.4%$50.36
55
2025-Q4
Decreased
1.1M
-13.0%
$56.7M0.2%$50.16
0
2025-Q3
Decreased
1.3M
-4.5%
$65.1M0.3%$49.62
0
2025-Q2
Increased
1.4M
+61.6%
$68.2M0.3%$49.14
51
2025-Q1
Decreased
839,160
-35.3%
$42.2M0.2%$48.63
0
2024-Q4
Increased
1.3M
+39.4%
$65.3M0.4%$48.10
47
2024-Q3
Decreased
930,143
-53.5%
$46.7M0.3%$47.49
0
2024-Q2
Decreased
2M
-0.0%
$100.6M0.6%$46.94
0

Other major holders of USFR: JPMORGAN CHASE & CO, MORGAN STANLEY

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