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Kestra Advisory Services, LLC
Kestra Advisory Services, LLC
XCShowing 8 of 9 quarters
Position history for Kestra Advisory Services, LLC's holdings in WISDOMTREE TR
Yes. Kestra Advisory Services holds 22,375 shares of XC, worth $709,300, as of its Q2 2026 13F filing. It reduced the position by 1,263 shares (-5.3%) from Q1 2026. Kestra Advisory Services has held XC since Q2 2024, across 9 quarterly 13F filings.
Current Value
$709,300
Current Shares
22,375
Total Value Change
+$326,377
Total Shares Change
+10,765
Quarter-by-Quarter History
Other major holders of XC: MORGAN STANLEY, CANTOR FITZGERALD, L. P., Allworth Financial LP