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WTAIWTAI
13 quarters

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

Kestra Advisory Services, LLC holds 300,517 shares of WTAI (WISDOMTREE TR), worth $14.3M as of 2026-Q2. The position was increased (+6.9% shares). WTAI represents 0.0% of Kestra Advisory Services, LLC's portfolio.

Current Value

$14.3M

Current Shares

300,517

Total Value Change

+$2M

Total Shares Change

-343,939

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
300,517
+6.9%
$14.3M0.0%$47.47
30
2026-Q1
Increased
281,002
+80.7%
$7.9M0.0%$28.79
42
2025-Q4
Increased
155,492
+2.6%
$4.5M0.0%$29.49
28
2025-Q3
Increased
151,563
+8.2%
$4.3M0.0%$28.16
29
2025-Q2
Decreased
140,036
-5.6%
$3.4M0.0%$23.88
0
2025-Q1
Decreased
148,413
-0.1%
$2.8M0.0%$18.97
0
2024-Q4
Increased
148,632
+1.0%
$3.3M0.0%$21.77
27
2024-Q3
Decreased
147,225
-65.5%
$2.9M0.0%$19.67
0
2024-Q2
Decreased
427,411
-36.8%
$8.9M0.0%$20.49
0
2024-Q1
Increased
675,794
+7.8%
$14M0.1%$20.37
30
2023-Q4
Decreased
626,694
-7.0%
$13M0.1%$20.29
0
2023-Q3
Increased
673,652
+4.5%
$11.7M0.1%$17.04
35
2023-Q2
New
644,456
-
$12.3M0.1%$18.38
46

Other major holders of WTAI: LPL Financial LLC, AMERIPRISE FINANCIAL INC

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