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WTPIWTPI
10 quarters

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

Kestra Advisory Services, LLC holds 157,334 shares of WTPI (WISDOMTREE TR), worth $5.2M as of 2026-Q2. The position was increased (+12.3% shares). WTPI represents 0.0% of Kestra Advisory Services, LLC's portfolio.

Current Value

$5.2M

Current Shares

157,334

Total Value Change

+$4.7M

Total Shares Change

+142,826

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
157,334
+12.3%
$5.2M0.0%$32.14
30
2026-Q1
Increased
140,084
+545.6%
$4.5M0.0%$30.35
43
2025-Q4
Increased
21,697
+19.6%
$716,4240.0%$30.86
29
2025-Q3
Decreased
18,134
-8.3%
$603,3290.0%$29.76
0
2025-Q2
Increased
19,787
+77.2%
$633,9860.0%$27.81
37
2025-Q1
Increased
11,165
+34.4%
$347,6780.0%$26.24
30
2024-Q4
New
8,308
-
$273,8820.0%$26.97
32
2021-Q2
Exited
0
-100.0%
$00.0%$20.39
0
2021-Q1
Decreased
11,924
-17.8%
$360,0000.0%$19.39
0
2020-Q4
New
14,508
-
$412,0000.0%$18.32
33

Other major holders of WTPI: LPL Financial LLC, MORGAN STANLEY

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