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Showing 8 of 12 quarters

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

Kestra Advisory Services, LLC holds 26,477 shares of WTMF (WISDOMTREE TR), worth $1.1M as of 2026-Q2. This is a new position. WTMF represents 0.0% of Kestra Advisory Services, LLC's portfolio.

Current Value

$1.1M

Current Shares

26,477

Total Value Change

+$498,807

Total Shares Change

+10,070

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
26,477
-
$1.1M0.0%$40.85
35
2026-Q1
Exited
0
-100.0%
$00.0%$39.32
0
2025-Q4
Increased
26,053
+5.1%
$990,5300.0%$38.27
26
2025-Q3
Decreased
24,794
-3.5%
$939,3090.0%$36.76
0
2025-Q2
Increased
25,682
+17.1%
$906,7130.0%$34.33
29
2025-Q1
Increased
21,928
+22.1%
$748,4030.0%$33.31
30
2024-Q4
Increased
17,958
+9.4%
$627,2730.0%$33.71
27
2024-Q3
Unchanged
16,407
0.0%
$582,7810.0%$33.36
0

Other major holders of WTMF: MORGAN STANLEY

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