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Showing 5 of 7 quarters

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

Kestra Advisory Services, LLC holds 14,223 shares of USMF (WISDOMTREE TR), worth $771,498 as of 2026-Q2. The position was increased (+6.6% shares). USMF represents 0.0% of Kestra Advisory Services, LLC's portfolio.

Current Value

$771,498

Current Shares

14,223

Total Value Change

+$259,058

Total Shares Change

+4,226

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
14,223
+6.6%
$771,4980.0%$54.24
26
2026-Q1
Increased
13,340
+76.1%
$658,7500.0%$51.45
37
2025-Q4
Decreased
7,575
-32.1%
$388,2890.0%$51.70
0
2025-Q3
Increased
11,157
+11.6%
$583,1800.0%$52.15
27
2025-Q2
New
9,997
-
$512,4400.0%$50.51
33

Other major holders of USMF: Lido Advisors, LLC, HighTower Advisors, LLC

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